Bernard Wealth Management Corp. First Tr ETF Vi Smid Cap Risin Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 74 shares of SDVY stock, worth $2,774. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$2,774
Previous $2.61 Million
7.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio