Clear Point Advisors Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Clear Point Advisors Inc. holds 17,893 shares of SDVY stock, worth $643,432. This represents 0.49% of its overall portfolio holdings.
Number of Shares
17,893
Previous 17,887
0.03%
Holding current value
$643,432
Previous $623 Million
4.11%
% of portfolio
0.49%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$552 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$448 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$323 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$176 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$168 Million0.04% of portfolio