Gds Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Gds Wealth Management
- $1.02 Billion
- Q3 2024
A detailed history of Gds Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gds Wealth Management holds 386,308 shares of SDVY stock, worth $13.8 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
386,308
Previous 341,506
13.12%
Holding current value
$13.8 Million
Previous $11.4 Million
23.28%
% of portfolio
1.38%
Previous 1.25%
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$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio