Legacy Capital Group California, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Legacy Capital Group California, Inc.
- $301 Billion
- Q3 2024
A detailed history of Legacy Capital Group California, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 45,225 shares of SDVY stock, worth $1.72 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,225
Previous 44,882
0.76%
Holding current value
$1.72 Million
Previous $1.5 Billion
9.82%
% of portfolio
0.55%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$684 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$569 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