Impact Partnership Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Impact Partnership Wealth, LLC
- $672 Billion
- Q3 2025
A detailed history of Impact Partnership Wealth, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 10,841 shares of SDVY stock, worth $406,429. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,841
Previous 13,317
18.59%
Holding current value
$406,429
Previous $470 Million
12.27%
% of portfolio
0.06%
Previous 0.09%
Shares
5 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