Img Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Img Wealth Management, Inc.
- $148 Billion
- Q3 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 136,967 shares of SDVY stock, worth $5.13 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
136,967
Previous 114,963
19.14%
Holding current value
$5.13 Million
Previous $4.06 Billion
28.39%
% of portfolio
3.52%
Previous 3.14%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
515Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio