Summit Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 73,470 shares of SDVY stock, worth $2.64 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
73,470
Previous 61,919
18.66%
Holding current value
$2.64 Million
Previous $2.07 Billion
29.32%
% of portfolio
0.51%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
406Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$645 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$379 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio