Ergawealth Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q4 2024
A detailed history of Ergawealth Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 301,750 shares of SDVY stock, worth $10.1 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
301,750
Previous 312,527
3.45%
Holding current value
$10.1 Million
Previous $11.4 Billion
4.85%
% of portfolio
5.35%
Previous 5.64%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio