Great Valley Advisor Group, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 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 13,223 shares of SDVY stock, worth $500,490. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,223
Previous 7,647
72.92%
Holding current value
$500,490
Previous $255,000
88.63%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
420Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$681 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$566 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$400 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio