Le Clair Wealth Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Le Clair Wealth Partners LLC
- $150 Billion
- Q4 2024
A detailed history of Le Clair Wealth Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 133,579 shares of SDVY stock, worth $4.47 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
133,579Holding current value
$4.47 Million% of portfolio
3.19%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$734 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$627 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$426 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$356 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$238 Million0.02% of portfolio