Prosperity Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Prosperity Wealth Management, Inc.
- $213 Billion
- Q1 2025
A detailed history of Prosperity Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 8,797 shares of SDVY stock, worth $305,607. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,797
Previous 10,223
13.95%
Holding current value
$305,607
Previous $366 Million
19.59%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares 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
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
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