Comprehensive Financial Planning, Inc./Pa First Tr ETF Vi Smid Cap Risin Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 10,575 shares of SDVY stock, worth $380,171. This represents 0.34% of its overall portfolio holdings.
Number of Shares
10,575
Previous 10,578
0.03%
Holding current value
$380,171
Previous $379 Million
6.57%
% of portfolio
0.34%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$840 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$700 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$476 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$449 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$281 Million0.02% of portfolio