V Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
V Wealth Advisors LLC
- $123 Million
- Q3 2023
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$700 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$582 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$411 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$234 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$225 Million0.02% of portfolio