Tyler Stone Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History
Tyler Stone Wealth Management
- $580 Million
- Q2 2025
A detailed history of Tyler Stone Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tyler Stone Wealth Management holds 41,034 shares of SDVY stock, worth $1.54 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
41,034
Previous 38,195
7.43%
Holding current value
$1.54 Million
Previous $1.28 Million
13.14%
% of portfolio
0.25%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall 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