Dynamic Advisor Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 109,832 shares of SDVY stock, worth $3.66 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
109,832
Previous 99,880
9.96%
Holding current value
$3.66 Million
Previous $3.63 Million
8.37%
% of portfolio
0.17%
Previous 0.11%
Shares
2 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