Investment Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History
Investment Partners, Ltd.
- $239 Million
- Q3 2024
A detailed history of Investment Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Investment Partners, Ltd. holds 23,919 shares of SDVY stock, worth $911,074. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,919
Previous 23,882
0.15%
Holding current value
$911,074
Previous $797,000
9.16%
% of portfolio
0.36%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio