Brendel Financial Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Brendel Financial Advisors LLC
- $165 Million
- Q1 2025
A detailed history of Brendel Financial Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 17,232 shares of SDVY stock, worth $560,212. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,232Holding current value
$560,212% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio