Coastal Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$712 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$592 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$418 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$239 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$229 Million0.02% of portfolio