Img Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Img Wealth Management, Inc.
- $129 Billion
- Q2 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 114,963 shares of SDVY stock, worth $4.31 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
114,963
Previous 106,147
8.31%
Holding current value
$4.31 Million
Previous $3.56 Billion
14.06%
% of portfolio
3.14%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio