Iron Bridge Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Iron Bridge Private Wealth, LLC
- $236 Million
- Q1 2025
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 66,734 shares of SDVY stock, worth $2.32 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
66,734
Previous 75,376
11.47%
Holding current value
$2.32 Million
Previous $2.7 Million
17.28%
% of portfolio
0.95%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio