Arcadia Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 55,249 shares of SDVY stock, worth $2.07 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
55,249
Previous 41,443
33.31%
Holding current value
$2.07 Million
Previous $1.39 Billion
40.4%
% of portfolio
1.33%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares 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