Benchmark Financial Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Benchmark Financial Wealth Advisors, LLC
- $299 Million
- Q3 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 7,172 shares of SDVY stock, worth $268,950. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,172Holding current value
$268,950% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
416Shares Held
135MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$675 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$561 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$396 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio