New Edge Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
New Edge Wealth, LLC
- $5.41 Billion
- Q3 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 $1.04 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,447Holding current value
$1.04 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$680 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$565 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$399 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio