Schrum Private Wealth Management LLC First Trust Rising Dividend Ac Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 4,476 shares of RDVY stock, worth $279,615. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,476Holding current value
$279,615% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
637Shares Held
150MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.27 Billion0.55% of portfolio
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Morgan Stanley New York, NY15.5MShares$966 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA8.68MShares$542 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$439 Million0.57% of portfolio
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Bank Of America Corp Charlotte, NC5.42MShares$339 Million0.03% of portfolio