Golden State Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 249,404 shares of SDVY stock, worth $8.33 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
249,404
Previous 33,709
639.87%
Holding current value
$8.33 Million
Previous $939,000
952101.7%
% of portfolio
1.34%
Previous 0.18%
Shares
4 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