Uniting Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
A detailed history of Uniting Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 200,141 shares of SDVY stock, worth $7.5 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
200,141Holding current value
$7.5 Million% of portfolio
1.8%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares 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