Arkadios Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
A detailed history of Arkadios Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Arkadios Wealth Advisors holds 177,289 shares of SDVY stock, worth $5.58 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
177,289
Previous 137,194
29.23%
Holding current value
$5.58 Million
Previous $4.99 Million
27.33%
% of portfolio
0.37%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio