Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History
Sanchez Wealth Management Group
- $341 Million
- Q1 2025
A detailed history of Sanchez Wealth Management Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sanchez Wealth Management Group holds 374,507 shares of SDVY stock, worth $11.8 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
374,507
Previous 354,481
5.65%
Holding current value
$11.8 Million
Previous $12.7 Million
1.28%
% of portfolio
3.68%
Previous 3.67%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio