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 $780,561. This represents 0.02% of its overall portfolio holdings.
Number of Shares
23,231
Previous 13,223
75.69%
Holding current value
$780,561
Previous $481,000
72.97%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio