Calton & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Calton & Associates, Inc.
- $193 Million
- Q2 2024
A detailed history of Calton & Associates, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Calton & Associates, Inc. holds 6,341 shares of SDVY stock, worth $229,861. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,341Holding current value
$229,861% of portfolio
0.11%Shares
3 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