Ergawealth Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Ergawealth Advisors, Inc.
- $202 Billion
- Q4 2024
A detailed history of Ergawealth Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 301,750 shares of SDVY stock, worth $10.7 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
301,750
Previous 312,527
3.45%
Holding current value
$10.7 Million
Previous $11.4 Billion
4.85%
% of portfolio
5.35%
Previous 5.64%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
506Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$780 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$666 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$453 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$378 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$253 Million0.02% of portfolio