Pfg Private Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pfg Private Wealth Management, LLC
- $161 Million
- Q1 2025
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 $14,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
394
Previous 394
-0.0%
Holding current value
$14,306
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
188MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$849 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$707 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$481 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$454 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$284 Million0.02% of portfolio