Precedent Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 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 214,049 shares of SDVY stock, worth $7.77 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
214,049
Previous 200,256
6.89%
Holding current value
$7.77 Million
Previous $6.71 Billion
12.57%
% of portfolio
1.85%
Previous 1.86%
Shares
3 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
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Wells Fargo & Company San Francisco, CA13.2MShares$481 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$454 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$284 Million0.02% of portfolio