Baron Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Baron Wealth Management LLC
- $228 Billion
- Q1 2025
A detailed history of Baron Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Baron Wealth Management LLC holds 24,859 shares of SDVY stock, worth $808,166. This represents 0.37% of its overall portfolio holdings.
Number of Shares
24,859Holding current value
$808,166% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
186MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$760 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$633 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$430 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$406 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$254 Million0.02% of portfolio