Avantax Advisory Services, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 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 576,862 shares of SDVY stock, worth $20.7 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
576,862
Previous 534,373
7.95%
Holding current value
$20.7 Million
Previous $17.8 Million
17.65%
% of portfolio
0.14%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio