Cottage Street Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Cottage Street Advisors LLC
- $184 Billion
- Q3 2024
A detailed history of Cottage Street Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottage Street Advisors LLC holds 18,457 shares of SDVY stock, worth $653,377. This represents 0.37% of its overall portfolio holdings.
Number of Shares
18,457
Previous 16,054
14.97%
Holding current value
$653,377
Previous $536 Million
25.3%
% of portfolio
0.37%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
407Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$637 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$529 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$374 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$213 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$204 Million0.02% of portfolio