Partners Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Partners Wealth Management, LLC holds 26,174 shares of SDVY stock, worth $940,955. This represents 0.99% of its overall portfolio holdings.
Number of Shares
26,174
Previous 26,174
-0.0%
Holding current value
$940,955
Previous $938 Million
6.56%
% of portfolio
0.99%
Previous 1.07%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$840 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$700 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$476 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$449 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$281 Million0.02% of portfolio