Barnes Pettey Financial Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 9,903 shares of SDVY stock, worth $352,249. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,903Holding current value
$352,249% of portfolio
0.27%Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
506Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$780 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$666 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$453 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$378 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$253 Million0.02% of portfolio