Pillar Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pillar Wealth Advisors, LLC

$0
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $407,810 - $440,354	12,614 New	12,614 $421,000

Others Institutions Holding SDVY

# of Institutions

510

Shares Held

173M

Call Options Held

4K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$734 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$627 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$426 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$356 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$238 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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