Omni 360 Wealth, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Omni 360 Wealth, Inc.
- $160 Billion
- Q4 2024
A detailed history of Omni 360 Wealth, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 13,840 shares of SDVY stock, worth $465,024. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,840
Previous 13,640
1.47%
Holding current value
$465,024
Previous $496 Million
0.01%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio