Bennett Associates Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Bennett Associates Wealth Management
- $130 Billion
- Q2 2025
A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bennett Associates Wealth Management holds 212,062 shares of SDVY stock, worth $7.73 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
212,062Holding current value
$7.73 Million% of portfolio
5.75%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$858 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$719 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$438 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$437 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$269 Million0.02% of portfolio