Bright Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Bright Financial Advisors, Inc.
- $157 Billion
- Q3 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 73,209 shares of SDVY stock, worth $2.75 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
73,209
Previous 47,394
54.47%
Holding current value
$2.75 Million
Previous $1.58 Billion
68.35%
% of portfolio
1.69%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
416Shares Held
135MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$675 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$561 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$396 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio