Grant Private Wealth Management Inc First Tr ETF Vi Smid Cap Risin Call Options Transaction History

Grant Private Wealth Management Inc

$176 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SDVY

# of Institutions

503

Shares Held

187M

Call Options Held

10.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$840 Million
0.32% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$700 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

13.2M
Shares

$476 Million
0.1% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.5M
Shares

$449 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

7.82M
Shares

$281 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grant Private Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Grant Private Wealth Management Inc with notifications on news.