Avantax Advisory Services, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 723,521 shares of SDVY stock, worth $22.8 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
723,521
Previous 576,862
25.42%
Holding current value
$22.8 Million
Previous $21 Million
23.6%
% of portfolio
0.17%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio