New Edge Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, New Edge Wealth, LLC holds 27,447 shares of SDVY stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,447
Previous 27,447
-0.0%
Holding current value
$1.02 Million
Previous $998,000
1.5%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$812 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$394 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio