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
318Shares Held
95.5MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$467 Million0.25% of portfolio
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Morgan Stanley New York, NY10.5MShares$368 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA7.36MShares$259 Million0.06% of portfolio
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Ubs Group Ag3.84MShares$135 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.74MShares$132 Million0.01% of portfolio