Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History
Coppell Advisory Solutions LLC
- $606 Billion
- Q2 2024
A detailed history of Coppell Advisory Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 24,534 shares of SDVY stock, worth $882,242. This represents 0.14% of its overall portfolio holdings.
Number of Shares
24,534
Previous 18
136200.0%
Holding current value
$882,242
Previous $590,000
138704.24%
% of portfolio
0.14%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
342Shares Held
112MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$552 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$448 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$323 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$176 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$168 Million0.04% of portfolio