Centennial Wealth Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History
Centennial Wealth Advisory LLC
- $322 Million
- Q3 2025
A detailed history of Centennial Wealth Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 20,314 shares of SDVY stock, worth $761,571. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,314
Previous 15,862
28.07%
Holding current value
$761,571
Previous $559,000
38.1%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall 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