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 $907,547. This represents 0.8% of its overall portfolio holdings.
Number of Shares
26,124
Previous 25,726
1.55%
Holding current value
$907,547
Previous $922 Million
5.11%
% of portfolio
0.8%
Previous 0.84%
Shares
2 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