Dhk Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Dhk Financial Advisors, Inc.
- $161 Million
- Q3 2024
A detailed history of Dhk Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 58,600 shares of SDVY stock, worth $2.07 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
58,600
Previous 58,376
0.38%
Holding current value
$2.07 Million
Previous $1.95 Million
9.39%
% of portfolio
1.32%
Previous 1.37%
Shares
3 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