Private Client Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Private Client Services, LLC
- $186 Billion
- Q3 2024
A detailed history of Private Client Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Client Services, LLC holds 7,360 shares of SDVY stock, worth $266,064. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,360
Previous 6,929
6.22%
Holding current value
$266,064
Previous $231 Million
15.77%
% of portfolio
0.14%
Previous 0.15%
Shares
3 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