Orba Wealth Advisors, L.L.C. First Tr ETF Vi Smid Cap Risin Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 9,970 shares of SDVY stock, worth $332,898. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,970
Previous 13,970
28.63%
Holding current value
$332,898
Previous $508 Million
29.67%
% of portfolio
0.19%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio