Iht Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Iht Wealth Management, LLC holds 172,393 shares of SDVY stock, worth $5.7 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
172,393
Previous 152,158
13.3%
Holding current value
$5.7 Million
Previous $4.99 Million
20.38%
% of portfolio
0.23%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio