Ipsen Advisor Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Ipsen Advisor Group LLC
- $116 Billion
- Q1 2025
A detailed history of Ipsen Advisor Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 54,211 shares of SDVY stock, worth $1.88 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
54,211
Previous 48,498
11.78%
Holding current value
$1.88 Million
Previous $1.74 Billion
4.45%
% of portfolio
1.56%
Previous 1.49%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio