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 $7.76 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
212,062Holding current value
$7.76 Million% of portfolio
5.75%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$855 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$713 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$484 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$457 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$286 Million0.02% of portfolio