Creative One Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Creative One Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative One Wealth, LLC holds 47,893 shares of SDVY stock, worth $1.72 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
47,893
Previous 14,566
228.8%
Holding current value
$1.72 Million
Previous $486,000
258.44%
% of portfolio
0.06%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio