Great Valley Advisor Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 23,231 shares of SDVY stock, worth $769,643. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,231
Previous 13,223
75.69%
Holding current value
$769,643
Previous $481,000
72.97%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$727 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$621 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$422 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$352 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$235 Million0.02% of portfolio