Level Four Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 23,429 shares of SDVY stock, worth $867,341. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,429
Previous 20,267
15.6%
Holding current value
$867,341
Previous $737,000
13.84%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$812 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$394 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio