Bernard Wealth Management Corp. First Tr ETF Vi Smid Cap Risin Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 74 shares of SDVY stock, worth $2,775. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$2,775
Previous $2.61 Million
7.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio