Vision Point Advisory Group, LLC First Trust Rising Dividend Ac Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 29,927 shares of RDVY stock, worth $2 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
29,927
Previous 31,046
3.6%
Holding current value
$2 Million
Previous $1.95 Million
3.34%
% of portfolio
0.43%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares 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