Quantum Private Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Quantum Private Wealth, LLC
- $301 Million
- Q4 2024
A detailed history of Quantum Private Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 10,448 shares of SDVY stock, worth $351,052. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,448
Previous 11,725
10.89%
Holding current value
$351,052
Previous $426,000
12.21%
% of portfolio
0.12%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio