Bennett Associates Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Bennett Associates Wealth Management
- $130 Billion
- Q2 2025
A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bennett Associates Wealth Management holds 212,062 shares of SDVY stock, worth $7.73 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
212,062Holding current value
$7.73 Million% of portfolio
5.75%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
188MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$852 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$710 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$483 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$456 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$285 Million0.02% of portfolio