Ballew Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History
Ballew Advisors, Inc
- $152 Million
- Q4 2024
A detailed history of Ballew Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ballew Advisors, Inc holds 21,062 shares of SDVY stock, worth $791,720. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,062
Previous 16,781
25.51%
Holding current value
$791,720
Previous $610,000
23.77%
% of portfolio
0.5%
Previous 0.42%
Shares
2 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