Daymark Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 217,359 shares of SDVY stock, worth $8.15 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
217,359
Previous 197,707
9.94%
Holding current value
$8.15 Million
Previous $6.98 Million
18.47%
% of portfolio
0.3%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio