Icapital Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History
Icapital Wealth LLC
- $175 Million
- Q3 2025
A detailed history of Icapital Wealth LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Icapital Wealth LLC holds 30,319 shares of SDVY stock, worth $1.14 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
30,319
Previous 30,319
-0.0%
Holding current value
$1.14 Million
Previous $1.07 Million
7.76%
% of portfolio
0.66%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares 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