Pom Investment Strategies, LLC First Trust Rising Dividend Ac Transaction History
Pom Investment Strategies, LLC
- $128 Billion
- Q3 2024
A detailed history of Pom Investment Strategies, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pom Investment Strategies, LLC holds 135,196 shares of RDVY stock, worth $8.07 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
135,196
Previous 134,873
0.24%
Holding current value
$8.07 Million
Previous $7.38 Billion
8.41%
% of portfolio
6.25%
Previous 5.91%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
582Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.4MShares$1.16 Billion0.54% of portfolio
-
Morgan Stanley New York, NY15MShares$894 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$523 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$406 Million0.31% of portfolio