Simplicity Wealth,Llc First Tr ETF Vi Smid Cap Risin Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Simplicity Wealth,Llc holds 79,600 shares of SDVY stock, worth $2.94 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
79,600Holding current value
$2.94 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
469Shares Held
159MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY15MShares$553 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$390 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$223 Million0.05% of portfolio