Insigneo Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Insigneo Advisory Services, LLC
- $968 Billion
- Q4 2024
A detailed history of Insigneo Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Insigneo Advisory Services, LLC holds 20,083 shares of SDVY stock, worth $742,870. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,083
Previous 17,742
13.19%
Holding current value
$742,870
Previous $645 Million
11.54%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio