Beacon Pointe Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 7,692 shares of SDVY stock, worth $278,835. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,692
Previous 10,811
28.85%
Holding current value
$278,835
Previous $376,000
31.91%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$557 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$452 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$326 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$177 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$169 Million0.04% of portfolio