Covenant Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Covenant Asset Management, LLC
- $631 Million
- Q3 2024
A detailed history of Covenant Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Covenant Asset Management, LLC holds 5,900 shares of SDVY stock, worth $224,141. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,900Holding current value
$224,141% of portfolio
0.03%Shares
1 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
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Morgan Stanley New York, NY15MShares$568 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$401 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$219 Million0.02% of portfolio