Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Crumly & Associates Inc.
- $323 Million
- Q4 2024
A detailed history of Crumly & Associates Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Crumly & Associates Inc. holds 233,980 shares of SDVY stock, worth $7.79 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
233,980
Previous 226,319
3.39%
Holding current value
$7.79 Million
Previous $8.23 Million
1.88%
% of portfolio
2.6%
Previous 2.59%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio