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 $2.56 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
75,449
Previous 73,642
2.45%
Holding current value
$2.56 Million
Previous $2.68 Billion
0.96%
% of portfolio
1.55%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$744 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$635 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$432 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$361 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio