Purus Wealth Management, LLC First Trust Rising Dividend Ac Transaction History
Purus Wealth Management, LLC
- $297 Million
- Q3 2025
A detailed history of Purus Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Purus Wealth Management, LLC holds 49,965 shares of RDVY stock, worth $3.34 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
49,965
Previous 50,018
0.11%
Holding current value
$3.34 Million
Previous $3.14 Million
7.07%
% of portfolio
1.13%
Previous 1.15%
Shares
20 transactions
Others Institutions Holding RDVY
# of Institutions
747Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio