Custom Index Systems, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Custom Index Systems, LLC
- $176 Billion
- Q1 2024
A detailed history of Custom Index Systems, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Custom Index Systems, LLC holds 78,582 shares of SDVY stock, worth $2.6 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
78,582
Previous 53,125
47.92%
Holding current value
$2.6 Million
Previous $1.74 Billion
57.17%
% of portfolio
1.56%
Previous 1.07%
Shares
2 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
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Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio