Proactive Wealth Strategies LLC First Tr ETF Vi Smid Cap Risin Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 75,918 shares of SDVY stock, worth $2.73 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
75,918Holding current value
$2.73 Million% of portfolio
1.53%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
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Lpl Financial LLC Fort Mill, SC18MShares$646 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$537 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$379 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio