Orba Wealth Advisors, L.L.C. First Tr ETF Vi Smid Cap Risin Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
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 $313,855. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,970
Previous 9,970
-0.0%
Holding current value
$313,855
Previous $357 Million
6.56%
% of portfolio
0.17%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio