Gateway Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gateway Wealth Partners, LLC
- $527 Billion
- Q2 2025
A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 117,647 shares of SDVY stock, worth $4.47 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
117,647
Previous 106,766
10.19%
Holding current value
$4.47 Million
Previous $3.58 Billion
16.05%
% of portfolio
0.79%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$895 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$750 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$457 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$455 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$280 Million0.02% of portfolio