Maia Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Maia Wealth LLC holds 133,991 shares of SDVY stock, worth $5.31 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
133,991
Previous 82,383
62.64%
Holding current value
$5.31 Million
Previous $2.88 Billion
68.74%
% of portfolio
1.2%
Previous 0.87%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$712 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$592 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$418 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$239 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$229 Million0.02% of portfolio