Foundations Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 69,311 shares of SDVY stock, worth $2.31 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
69,311
Previous 30,666
126.02%
Holding current value
$2.31 Million
Previous $1 Million
140.34%
% of portfolio
0.07%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$442 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$349 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$246 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$128 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$125 Million0.01% of portfolio