Convergence Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 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 17,904 shares of SDVY stock, worth $662,268. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,904
Previous 18,355
2.46%
Holding current value
$662,268
Previous $668 Million
3.88%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
169MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio