Total Clarity Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Total Clarity Wealth Management, Inc.
- $295 Million
- Q4 2024
A detailed history of Total Clarity Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 10,986 shares of SDVY stock, worth $366,822. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,986
Previous 5,736
91.53%
Holding current value
$366,822
Previous $208,000
88.94%
% of portfolio
0.13%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio