Tempus Wealth Planning, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
A detailed history of Tempus Wealth Planning, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 9,712 shares of SDVY stock, worth $361,772. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,712Holding current value
$361,772% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$817 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$698 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$474 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$396 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$264 Million0.02% of portfolio