Michels Family Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Michels Family Financial, LLC
- $111 Billion
- Q1 2025
A detailed history of Michels Family Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Michels Family Financial, LLC holds 8,338 shares of SDVY stock, worth $292,663. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,338
Previous 8,401
0.75%
Holding current value
$292,663
Previous $301 Million
7.25%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$820 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$684 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$465 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$439 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$275 Million0.02% of portfolio