Castleview Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Castleview Partners, LLC
- $144 Million
- Q3 2024
A detailed history of Castleview Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Castleview Partners, LLC holds 2,037 shares of SDVY stock, worth $72,985. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,037
Previous 2,037
-0.0%
Holding current value
$72,985
Previous $74,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
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