Tyler Stone Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Tyler Stone Wealth Management
- $523 Million
- Q1 2025
A detailed history of Tyler Stone Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tyler Stone Wealth Management holds 38,195 shares of SDVY stock, worth $1.33 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
38,195
Previous 36,274
5.3%
Holding current value
$1.33 Million
Previous $1.3 Million
1.62%
% of portfolio
0.24%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio