Tmd Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Tmd Wealth Management, LLC
- $387 Million
- Q2 2024
A detailed history of Tmd Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tmd Wealth Management, LLC holds 327,483 shares of SDVY stock, worth $12.2 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
327,483
Previous 214,290
52.82%
Holding current value
$12.2 Million
Previous $7.46 Million
46.51%
% of portfolio
2.82%
Previous 2.15%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio