Solano Wealth Investment Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Solano Wealth Investment Advisors LLC
- $195 Billion
- Q2 2025
A detailed history of Solano Wealth Investment Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Solano Wealth Investment Advisors LLC holds 421,640 shares of SDVY stock, worth $16 Million. This represents 7.64% of its overall portfolio holdings.
Number of Shares
421,640
Previous 405,074
4.09%
Holding current value
$16 Million
Previous $13.6 Billion
9.62%
% of portfolio
7.64%
Previous 8.4%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$891 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$746 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$455 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$453 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$279 Million0.02% of portfolio