Whipplewood Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 26,526 shares of SDVY stock, worth $901,618. This represents 0.54% of its overall portfolio holdings.
Number of Shares
26,526Holding current value
$901,618% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$746 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$637 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$433 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$362 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio