Strategic Financial Concepts, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 469,011 shares of SDVY stock, worth $17.5 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
469,011Holding current value
$17.5 Million% of portfolio
0.12%Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio