Prosperity Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Prosperity Wealth Management, Inc.
- $270 Billion
- Q2 2025
A detailed history of Prosperity Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 8,196 shares of SDVY stock, worth $296,777. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,196
Previous 8,797
6.83%
Holding current value
$296,777
Previous $295 Million
1.88%
% of portfolio
0.11%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
188MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$846 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$705 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$479 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$452 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$283 Million0.02% of portfolio