Provident Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Provident Wealth Management, LLC
- $303 Million
- Q2 2025
A detailed history of Provident Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Provident Wealth Management, LLC holds 138,295 shares of SDVY stock, worth $5.22 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
138,295
Previous 137,902
0.28%
Holding current value
$5.22 Million
Previous $4.62 Million
5.63%
% of portfolio
1.61%
Previous 1.6%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$889 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$744 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$454 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$452 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$278 Million0.02% of portfolio