Wr Wealth Planners, LLC First Trust Rising Dividend Ac Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 634 shares of RDVY stock, worth $42,433. This represents 0.01% of its overall portfolio holdings.
Number of Shares
634
Previous 731
13.27%
Holding current value
$42,433
Previous $43,000
13.95%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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