Arkadios Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Arkadios Wealth Advisors
- $3.16 Billion
- Q2 2025
A detailed history of Arkadios Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Arkadios Wealth Advisors holds 267,448 shares of SDVY stock, worth $10 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
267,448
Previous 241,347
10.81%
Holding current value
$10 Million
Previous $8.09 Million
16.7%
% of portfolio
0.3%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall 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