Fairvoy Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Fairvoy Private Wealth, LLC
- $402 Billion
- Q2 2025
A detailed history of Fairvoy Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fairvoy Private Wealth, LLC holds 233,877 shares of SDVY stock, worth $8.92 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
233,877
Previous 212,743
9.93%
Holding current value
$8.92 Million
Previous $7.13 Billion
15.78%
% of portfolio
2.05%
Previous 1.96%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
495Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$898 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$752 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$459 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$457 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$281 Million0.02% of portfolio