Pitti Group Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pitti Group Wealth Management, LLC
- $97.4 Million
- Q3 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 7,905 shares of SDVY stock, worth $282,603. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,905
Previous 7,905
-0.0%
Holding current value
$282,603
Previous $263,000
9.13%
% of portfolio
0.29%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$643 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$535 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$215 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$206 Million0.02% of portfolio