Summit Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 65,265 shares of SDVY stock, worth $2.12 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
65,265
Previous 73,470
11.17%
Holding current value
$2.12 Million
Previous $2.67 Billion
12.46%
% of portfolio
0.48%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio