Avidian Wealth Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Avidian Wealth Solutions, LLC
- $1.98 Billion
- Q1 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 17,855 shares of SDVY stock, worth $590,643. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,855
Previous 15,866
12.54%
Holding current value
$590,643
Previous $519,000
19.65%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio