Gateway Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 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 14,801 shares of SDVY stock, worth $494,205. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,801
Previous 19,551
24.3%
Holding current value
$494,205
Previous $711 Million
25.4%
% of portfolio
0.14%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio