Wisconsin Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wisconsin Wealth Advisors, LLC
- $105 Billion
- Q3 2025
A detailed history of Wisconsin Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 114,599 shares of SDVY stock, worth $4.36 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
114,599
Previous 115,133
0.46%
Holding current value
$4.36 Million
Previous $4.06 Billion
7.27%
% of portfolio
4.15%
Previous 4.67%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$895 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$750 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$457 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$455 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$280 Million0.02% of portfolio