Kestra Private Wealth Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Kestra Private Wealth Services, LLC
- $4.36 Billion
- Q1 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 498,225 shares of SDVY stock, worth $16.5 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
498,225
Previous 250,075
99.23%
Holding current value
$16.5 Million
Previous $8.19 Million
111.72%
% of portfolio
0.4%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio