Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Secured Retirement Advisors, LLC
- $175 Billion
- Q4 2024
A detailed history of Secured Retirement Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 75,449 shares of SDVY stock, worth $2.59 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
75,449
Previous 73,642
2.45%
Holding current value
$2.59 Million
Previous $2.68 Billion
0.96%
% of portfolio
1.55%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$753 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio