Triton Wealth Management, Pllc First Tr ETF Vi Smid Cap Risin Transaction History
Triton Wealth Management, Pllc
- $239 Million
- Q3 2025
A detailed history of Triton Wealth Management, Pllc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Triton Wealth Management, Pllc holds 15,430 shares of SDVY stock, worth $578,470. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,430
Previous 13,750
12.22%
Holding current value
$578,470
Previous $485,000
20.82%
% of portfolio
0.25%
Previous 0.22%
Shares
3 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
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio