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 $209,952. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,512Holding current value
$209,952% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio