Maia Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History
Maia Wealth LLC
- $465 Billion
- Q4 2024
A detailed history of Maia Wealth LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Maia Wealth LLC holds 128,746 shares of SDVY stock, worth $4.76 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
128,746
Previous 133,991
3.91%
Holding current value
$4.76 Million
Previous $4.86 Billion
0.34%
% of portfolio
1.04%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
169MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio