Priebe Wealth Holdings LLC First Tr ETF Vi Smid Cap Risin Transaction History
Priebe Wealth Holdings LLC
- $115 Billion
- Q2 2025
A detailed history of Priebe Wealth Holdings LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Priebe Wealth Holdings LLC holds 139,377 shares of SDVY stock, worth $5.1 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
139,377
Previous 104,972
32.78%
Holding current value
$5.1 Million
Previous $3.52 Billion
39.83%
% of portfolio
4.26%
Previous 2.19%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
500Shares Held
189MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$855 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$713 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$484 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$457 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$286 Million0.02% of portfolio