Puff Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Puff Wealth Management, LLC
- $57.4 Billion
- Q4 2024
A detailed history of Puff Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Puff Wealth Management, LLC holds 7,252 shares of SDVY stock, worth $274,778. This represents 0.45% of its overall portfolio holdings.
Number of Shares
7,252Holding current value
$274,778% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
438Shares Held
138MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$682 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$567 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$400 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$219 Million0.02% of portfolio