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 $283,507. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,360
Previous 6,929
6.22%
Holding current value
$283,507
Previous $231 Million
15.77%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
377Shares Held
116MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$592 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$480 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$346 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$189 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$180 Million0.04% of portfolio