Wisconsin Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Wisconsin Wealth Advisors, LLC
- $102 Billion
- Q4 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 101,265 shares of SDVY stock, worth $3.8 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
101,265
Previous 114,599
11.64%
Holding current value
$3.8 Million
Previous $4.36 Billion
10.94%
% of portfolio
3.8%
Previous 4.15%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio