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 $4.39 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
114,963
Previous 106,147
8.31%
Holding current value
$4.39 Million
Previous $3.56 Billion
14.06%
% of portfolio
3.14%
Previous 3.19%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
495Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$898 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$752 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$459 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$457 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$281 Million0.02% of portfolio