Benchmark Financial Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Benchmark Financial Wealth Advisors, LLC
- $299 Million
- Q3 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 7,172 shares of SDVY stock, worth $260,056. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,172Holding current value
$260,056% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$652 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$542 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$383 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio