Pfg Private Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 394 shares of SDVY stock, worth $12,426. This represents 0.01% of its overall portfolio holdings.
Number of Shares
394
Previous 394
-0.0%
Holding current value
$12,426
Previous $14,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
512Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$692 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$591 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$402 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$224 Million0.02% of portfolio