Convergence Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Convergence Financial, LLC holds 18,355 shares of SDVY stock, worth $686,109. This represents 0.14% of its overall portfolio holdings.
Number of Shares
18,355
Previous 18,527
0.93%
Holding current value
$686,109
Previous $618 Million
7.98%
% of portfolio
0.14%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio