Bam Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Bam Wealth Management, LLC
- $129 Billion
- Q3 2025
A detailed history of Bam Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bam Wealth Management, LLC holds 13,505 shares of SDVY stock, worth $503,061. This represents 0.4% of its overall portfolio holdings.
Number of Shares
13,505Holding current value
$503,061% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
499Shares Held
187MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$877 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$734 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$448 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$446 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$274 Million0.02% of portfolio