Axxcess Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,184 shares of SDVY stock, worth $221,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,184
Previous 6,532
5.33%
Holding current value
$221,572
Previous $218,000
2.75%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio