Triton Wealth Management, Pllc First Tr ETF Vi Smid Cap Risin Transaction History
Triton Wealth Management, Pllc
- $217 Million
- Q2 2025
A detailed history of Triton Wealth Management, Pllc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 13,750 shares of SDVY stock, worth $515,625. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,750
Previous 6,594
108.52%
Holding current value
$515,625
Previous $236,000
105.51%
% of portfolio
0.22%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
499Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio