Cozad Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Cozad Asset Management Inc
- $953 Million
- Q1 2024
A detailed history of Cozad Asset Management Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cozad Asset Management Inc holds 63,824 shares of SDVY stock, worth $2.11 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
63,824
Previous 62,397
2.29%
Holding current value
$2.11 Million
Previous $2.04 Million
8.71%
% of portfolio
0.23%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio