Prosperity Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Prosperity Wealth Management, Inc.
- $250 Billion
- Q3 2024
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 10,267 shares of SDVY stock, worth $383,780. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,267
Previous 8,878
15.65%
Holding current value
$383,780
Previous $296 Million
26.04%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio