Omni 360 Wealth, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Omni 360 Wealth, Inc.

$153 Billion
Q3 2024

A detailed history of Omni 360 Wealth, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 13,640 shares of SDVY stock, worth $511,500. This represents 0.32% of its overall portfolio holdings.

Number of Shares

13,640

Holding current value

$511,500

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$32.65 - $36.69 $445,346 - $500,451	13,640 New	13,640 $496 Million

Others Institutions Holding SDVY

# of Institutions

416

Shares Held

135M

Call Options Held

6.7K

Put Options Held

Lpl Financial LLC Fort Mill, SC

18M
Shares

$675 Million
0.3% of portfolio
Morgan Stanley New York, NY

15M
Shares

$561 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$396 Million
0.09% of portfolio
Ubs Group Ag

6.02M
Shares

$226 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

5.77M
Shares

$216 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Omni 360 Wealth, Inc. First Tr ETF Vi Smid Cap Risin Transaction History