Guardian Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Guardian Wealth Advisors, LLC
- $1.18 Billion
- Q4 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 342,184 shares of SDVY stock, worth $11.8 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
342,184
Previous 54,875
523.57%
Holding current value
$11.8 Million
Previous $2 Million
514.58%
% of portfolio
1.04%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$753 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio