Continuum Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
A detailed history of Continuum Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Continuum Advisory, LLC holds 67,478 shares of SDVY stock, worth $2.56 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
67,478
Previous 58,075
16.19%
Holding current value
$2.56 Million
Previous $1.94 Million
26.63%
% of portfolio
0.32%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
418Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$683 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$401 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$219 Million0.02% of portfolio