Harvest Investment Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Harvest Investment Services, LLC
- $384 Million
- Q4 2024
A detailed history of Harvest Investment Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Harvest Investment Services, LLC holds 70,587 shares of SDVY stock, worth $2.37 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
70,587
Previous 68,877
2.48%
Holding current value
$2.37 Million
Previous $2.51 Million
1.0%
% of portfolio
0.66%
Previous 0.84%
Shares
13 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