Private Wealth Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
A detailed history of Private Wealth Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 181,905 shares of SDVY stock, worth $6.42 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
181,905Holding current value
$6.42 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$825 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$688 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$467 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$441 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$276 Million0.02% of portfolio