Partners Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Partners Wealth Management, LLC
- $87.9 Billion
- Q4 2024
A detailed history of Partners Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Partners Wealth Management, LLC holds 26,174 shares of SDVY stock, worth $968,699. This represents 1.07% of its overall portfolio holdings.
Number of Shares
26,174Holding current value
$968,699% of portfolio
1.07%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
448Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$666 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$553 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$391 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$223 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$214 Million0.02% of portfolio