Altus Wealth Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Altus Wealth Group LLC
- $229 Million
- Q3 2024
A detailed history of Altus Wealth Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Altus Wealth Group LLC holds 58,253 shares of SDVY stock, worth $2.19 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
58,253
Previous 59,590
2.24%
Holding current value
$2.19 Million
Previous $1.99 Million
6.54%
% of portfolio
0.92%
Previous 1.01%
Shares
15 transactions
Others Institutions Holding SDVY
# of Institutions
436Shares Held
138MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$676 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$562 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$397 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$217 Million0.02% of portfolio