Kovitz Investment Group Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 340,793 shares of SDVY stock, worth $12.2 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
340,793Holding current value
$12.2 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio