Iag Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Iag Wealth Partners, LLC
- $544 Million
- Q4 2024
A detailed history of Iag Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 150 shares of SDVY stock, worth $5,008. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$5,008
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio