Wagner Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
A detailed history of Wagner Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 392,166 shares of SDVY stock, worth $13.8 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
392,166
Previous 372,895
5.17%
Holding current value
$13.8 Million
Previous $13.6 Million
3.64%
% of portfolio
4.76%
Previous 4.77%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$770 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$657 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$447 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$373 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$249 Million0.02% of portfolio