Axxcess Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 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 6,532 shares of SDVY stock, worth $227,444. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,532
Previous 6,611
1.19%
Holding current value
$227,444
Previous $230,000
5.22%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$535 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$434 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$313 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$170 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$162 Million0.04% of portfolio