Precedent Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Precedent Wealth Partners, LLC
- $360 Billion
- Q1 2025
A detailed history of Precedent Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 200,256 shares of SDVY stock, worth $6.96 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
200,256
Previous 118,624
68.82%
Holding current value
$6.96 Million
Previous $4.25 Billion
57.75%
% of portfolio
1.86%
Previous 1.39%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio