Lighthouse Wealth Management Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Lighthouse Wealth Management Inc.
- $109 Billion
- Q1 2025
A detailed history of Lighthouse Wealth Management Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 26,124 shares of SDVY stock, worth $846,940. This represents 0.8% of its overall portfolio holdings.
Number of Shares
26,124
Previous 25,726
1.55%
Holding current value
$846,940
Previous $922 Million
5.11%
% of portfolio
0.8%
Previous 0.84%
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
-
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