Waterfront Wealth Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Waterfront Wealth Inc. holds 6,425 shares of SDVY stock, worth $233,870. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,425
Previous 6,425
-0.0%
Holding current value
$233,870
Previous $223,000
4.04%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
344Shares Held
112MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$559 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$453 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$327 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$178 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio