Lion Street Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
A detailed history of Lion Street Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lion Street Advisors, LLC holds 23,791 shares of SDVY stock, worth $785,340. This represents 0.28% of its overall portfolio holdings.
Number of Shares
23,791
Previous 19,700
20.77%
Holding current value
$785,340
Previous $716,000
18.99%
% of portfolio
0.28%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$724 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$618 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$420 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$351 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$234 Million0.02% of portfolio