Gateway Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gateway Wealth Partners, LLC
- $363 Billion
- Q3 2024
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 19,551 shares of SDVY stock, worth $725,733. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,551
Previous 17,482
11.84%
Holding current value
$725,733
Previous $584 Million
21.89%
% of portfolio
0.2%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$668 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$555 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$392 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$224 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$214 Million0.02% of portfolio