Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History
Sanchez Wealth Management Group
- $341 Million
- Q1 2025
A detailed history of Sanchez Wealth Management Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sanchez Wealth Management Group holds 374,507 shares of SDVY stock, worth $11.9 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
374,507
Previous 354,481
5.65%
Holding current value
$11.9 Million
Previous $12.7 Million
1.28%
% of portfolio
3.68%
Previous 3.67%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
512Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$700 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$597 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$406 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$339 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$226 Million0.02% of portfolio