Gps Wealth Strategies Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gps Wealth Strategies Group, LLC
- $705 Million
- Q1 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 126,710 shares of SDVY stock, worth $3.97 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
126,710
Previous 112,410
12.72%
Holding current value
$3.97 Million
Previous $4.03 Million
4.99%
% of portfolio
0.6%
Previous 0.54%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
512Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$687 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$587 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$399 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$333 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$222 Million0.02% of portfolio