Maia Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History
Maia Wealth LLC
- $594 Billion
- Q3 2025
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 127,460 shares of SDVY stock, worth $4.78 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
127,460
Previous 129,580
1.64%
Holding current value
$4.78 Million
Previous $4.57 Billion
5.89%
% of portfolio
0.82%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
515Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio