Pitti Group Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pitti Group Wealth Management, LLC
- $81 Million
- Q4 2024
A detailed history of Pitti Group Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pitti Group Wealth Management, LLC holds 13,510 shares of SDVY stock, worth $499,734. This represents 0.6% of its overall portfolio holdings.
Number of Shares
13,510
Previous 7,905
70.9%
Holding current value
$499,734
Previous $287,000
68.64%
% of portfolio
0.6%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 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$393 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio