Stewardship Concepts Financial Services LLC First Tr ETF Vi Smid Cap Risin Transaction History
Stewardship Concepts Financial Services LLC
- $119 Billion
- Q4 2025
A detailed history of Stewardship Concepts Financial Services LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stewardship Concepts Financial Services LLC holds 141,535 shares of SDVY stock, worth $5.31 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
141,535Holding current value
$5.31 Million% of portfolio
4.58%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
517Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
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Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio