Northwest Financial Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Northwest Financial Advisors holds 5,860 shares of SDVY stock, worth $202,228. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,860
Previous 4,442
31.92%
Holding current value
$202,228
Previous $155 Million
26.47%
% of portfolio
0.14%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$530 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$430 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$310 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$169 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$161 Million0.04% of portfolio