Whitaker Myers Wealth Managers, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $397 Billion
- Q2 2025
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 12,726 shares of SDVY stock, worth $465,771. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,726Holding current value
$465,771% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$855 Million0.32% of portfolio
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Morgan Stanley New York, NY19.5MShares$713 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$484 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$457 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$286 Million0.02% of portfolio