Purus Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Purus Wealth Management, LLC
- $231 Million
- Q3 2024
A detailed history of Purus Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Purus Wealth Management, LLC holds 49,070 shares of SDVY stock, worth $1.74 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
49,070
Previous 48,810
0.53%
Holding current value
$1.74 Million
Previous $1.63 Million
9.58%
% of portfolio
0.77%
Previous 0.73%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
407Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$637 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$529 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$374 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$213 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$204 Million0.02% of portfolio