Principal Securities, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Principal Securities, Inc. holds 58,035 shares of SDVY stock, worth $2.1 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,035
Previous 46,921
23.69%
Holding current value
$2.1 Million
Previous $1.57 Billion
34.8%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio