Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Planning Group, LLC holds 193,316 shares of RDVY stock, worth $11.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
193,316Holding current value
$11.2 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
691Shares Held
170MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.24 Billion0.53% of portfolio
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Morgan Stanley New York, NY16.2MShares$943 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10MShares$582 Million0.22% of portfolio
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Wells Fargo & Company San Francisco, CA9.01MShares$523 Million0.12% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$408 Million0.57% of portfolio