Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History
Sanchez Wealth Management Group
- $347 Million
- Q4 2024
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 354,481 shares of SDVY stock, worth $11.8 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
354,481
Previous 351,750
0.78%
Holding current value
$11.8 Million
Previous $12.8 Million
0.69%
% of portfolio
3.67%
Previous 4.14%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio