Gds Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Gds Wealth Management
- $1.16 Billion
- Q1 2025
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 190,277 shares of SDVY stock, worth $6.19 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
190,277
Previous 404,829
53.0%
Holding current value
$6.19 Million
Previous $14.5 Million
56.08%
% of portfolio
0.55%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
186MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$760 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$430 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$406 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$254 Million0.02% of portfolio