Global Trust Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Global Trust Asset Management, LLC
- $160 Million
- Q1 2025
A detailed history of Global Trust Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Trust Asset Management, LLC holds 1,252 shares of SDVY stock, worth $40,589. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,252
Previous 1,460
14.25%
Holding current value
$40,589
Previous $52,000
21.15%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio