Sugarloaf Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 46 shares of SDVY stock, worth $1,741. This represents 0.0% of its overall portfolio holdings.
Number of Shares
46Holding current value
$1,741% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
420Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$681 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$566 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$400 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio