Wealth Management Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Management Associates, Inc.
- $257 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio