Wealth Enhancement Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Enhancement Advisory Services, LLC
- $37 Billion
- Q1 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 518,530 shares of SDVY stock, worth $17.2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
518,530
Previous 470,178
10.28%
Holding current value
$17.2 Million
Previous $15.4 Million
17.19%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio