Img Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Img Wealth Management, Inc.
- $111 Billion
- Q1 2025
A detailed history of Img Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Img Wealth Management, Inc. holds 106,147 shares of SDVY stock, worth $3.45 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
106,147
Previous 103,227
2.83%
Holding current value
$3.45 Million
Previous $3.7 Billion
3.91%
% of portfolio
3.19%
Previous 3.42%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
177MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio