Meridian Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 69,889 shares of SDVY stock, worth $2.32 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
69,889
Previous 39,336
77.67%
Holding current value
$2.32 Million
Previous $1.43 Million
75.05%
% of portfolio
0.12%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$727 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$621 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$422 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$352 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$235 Million0.02% of portfolio