Reuter James Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q3 2024
A detailed history of Reuter James Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 5,512 shares of SDVY stock, worth $206,700. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,512Holding current value
$206,700% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
416Shares Held
135MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$675 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$561 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$396 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio