Iron Bridge Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Iron Bridge Private Wealth, LLC
- $260 Million
- Q4 2024
A detailed history of Iron Bridge Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 75,376 shares of SDVY stock, worth $2.44 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
75,376
Previous 70,583
6.79%
Holding current value
$2.44 Million
Previous $2.57 Million
5.26%
% of portfolio
1.04%
Previous 1.01%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio