Vision Point Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 2025
A detailed history of Vision Point Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 9,658 shares of SDVY stock, worth $362,078. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,658Holding current value
$362,078% of portfolio
0.07%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