Impact Partnership Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Impact Partnership Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Impact Partnership Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 14,004 shares of SDVY stock, worth $472,915. This represents 0.1% of its overall portfolio holdings.
Number of Shares
14,004
Previous 12,517
11.88%
Holding current value
$472,915
Previous $455 Million
10.25%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio