Barry Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Barry Investment Advisors, LLC
- $322 Million
- Q3 2024
A detailed history of Barry Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 11,333 shares of SDVY stock, worth $406,061. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,333
Previous 7,925
43.0%
Holding current value
$406,061
Previous $264,000
56.06%
% of portfolio
0.13%
Previous 0.09%
Shares
2 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