Gateway Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 14,801 shares of SDVY stock, worth $499,829. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,801
Previous 19,551
24.3%
Holding current value
$499,829
Previous $711 Million
25.4%
% of portfolio
0.14%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio