Golden State Equity Partners First Tr ETF Vi Smid Cap Risin Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Equity Partners holds 140,796 shares of SDVY stock, worth $4.93 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
140,796Holding current value
$4.93 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
342Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$537 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$436 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.99MShares$314 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$171 Million0.01% of portfolio
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Ubs Group Ag4.66MShares$163 Million0.04% of portfolio