Accordant Advisory Group Inc First Tr ETF Vi Smid Cap Risin Transaction History
Accordant Advisory Group Inc
- $147 Billion
- Q3 2025
A detailed history of Accordant Advisory Group Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Accordant Advisory Group Inc holds 1,200 shares of SDVY stock, worth $45,000. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$45,000
Previous $40.2 Million
13.49%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio