Grant Private Wealth Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Grant Private Wealth Management Inc
- $176 Billion
- Q2 2025
A detailed history of Grant Private Wealth Management Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 88,431 shares of SDVY stock, worth $3.18 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
88,431Holding current value
$3.18 Million% of portfolio
1.77%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$840 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$700 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$476 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$449 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$281 Million0.02% of portfolio