Stone Crest Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History
Stone Crest Wealth Management, Inc.
- $248 Billion
- Q4 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 116,713 shares of RDVY stock, worth $7.81 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
116,713
Previous 106,352
9.74%
Holding current value
$7.81 Million
Previous $7.15 Billion
13.35%
% of portfolio
3.27%
Previous 3.13%
Shares
4 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