Wealth Plan Investment Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 31,135 shares of SDVY stock, worth $1.1 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
31,135Holding current value
$1.1 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
506Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$778 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$665 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$452 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$377 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$252 Million0.02% of portfolio