Mascoma Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 859 shares of SDVY stock, worth $28,604. This represents 0.01% of its overall portfolio holdings.
Number of Shares
859Holding current value
$28,604% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio