New Wave Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 1,665 shares of SDVY stock, worth $61,904. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,665Holding current value
$61,904% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
449Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$669 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$556 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$393 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$224 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$215 Million0.02% of portfolio