Wealth Enhancement Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
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 575,263 shares of SDVY stock, worth $20.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
575,263
Previous 640,983
10.25%
Holding current value
$20.7 Million
Previous $21.5 Million
5.48%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$840 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$700 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$476 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$449 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$281 Million0.02% of portfolio