Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History
Strategic Planning Group, LLC
- $511 Billion
- Q1 2025
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 227,326 shares of RDVY stock, worth $12.6 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
227,326
Previous 193,316
17.59%
Holding current value
$12.6 Million
Previous $11.4 Billion
16.4%
% of portfolio
2.6%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
695Shares Held
172MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC21.3MShares$1.18 Billion0.53% of portfolio
-
Morgan Stanley New York, NY16.2MShares$899 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10MShares$555 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA9.01MShares$499 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$389 Million0.57% of portfolio