Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Bright Financial Advisors, Inc.
- $159 Billion
- Q4 2024
A detailed history of Bright Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 113,129 shares of SDVY stock, worth $3.78 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
113,129
Previous 73,209
54.53%
Holding current value
$3.78 Million
Previous $2.66 Billion
52.28%
% of portfolio
2.55%
Previous 1.69%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio