Vest Gen Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 205,207 shares of SDVY stock, worth $6.67 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
205,207Holding current value
$6.67 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
499Shares Held
183MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$760 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$633 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$430 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$406 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$254 Million0.02% of portfolio