Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Secured Retirement Advisors, LLC
- $118 Billion
- Q1 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 76,209 shares of SDVY stock, worth $2.52 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
76,209
Previous 75,158
1.4%
Holding current value
$2.52 Million
Previous $2.46 Billion
7.74%
% of portfolio
2.25%
Previous 2.37%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$439 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio