Consolidated Planning Corp First Tr ETF Vi Smid Cap Risin Transaction History
Consolidated Planning Corp
- $637 Million
- Q1 2025
A detailed history of Consolidated Planning Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Consolidated Planning Corp holds 9,442 shares of SDVY stock, worth $324,710. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,442
Previous 8,028
17.61%
Holding current value
$324,710
Previous $287,000
10.1%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$804 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$670 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$455 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$430 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$269 Million0.02% of portfolio