Life Wealth Investments, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Life Wealth Investments, LLC
- $244 Billion
- Q1 2025
A detailed history of Life Wealth Investments, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Life Wealth Investments, LLC holds 27,008 shares of SDVY stock, worth $947,980. This represents 0.37% of its overall portfolio holdings.
Number of Shares
27,008Holding current value
$947,980% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$820 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$684 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$465 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$439 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$275 Million0.02% of portfolio