Bam Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Bam Wealth Management, LLC
- $129 Billion
- Q3 2025
A detailed history of Bam Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bam Wealth Management, LLC holds 13,505 shares of SDVY stock, worth $506,437. This represents 0.4% of its overall portfolio holdings.
Number of Shares
13,505Holding current value
$506,437% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio