Twin Peaks Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 32,661 shares of RDVY stock, worth $1.94 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
32,661
Previous 30,453
7.25%
Holding current value
$1.94 Million
Previous $1.67 Billion
15.99%
% of portfolio
0.89%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding RDVY
# of Institutions
609Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$921 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$517 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$418 Million0.57% of portfolio
-
International Assets Investment Management, LLC Orlando, FL6.8MShares$405 Million0.31% of portfolio