Sequent Planning LLC First Trust Rising Dividend Ac Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sequent Planning LLC holds 18,631 shares of RDVY stock, worth $1.11 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
18,631
Previous 19,658
5.22%
Holding current value
$1.11 Million
Previous $1.16 Billion
5.34%
% of portfolio
0.4%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
687Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.26 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$964 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$595 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$535 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$417 Million0.57% of portfolio