Independent Wealth Network Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Independent Wealth Network Inc. holds 22,483 shares of SDVY stock, worth $831,646. This represents 0.34% of its overall portfolio holdings.
Number of Shares
22,483
Previous 16,964
32.53%
Holding current value
$831,646
Previous $617,000
30.63%
% of portfolio
0.34%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio