Lm Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Lm Advisors LLC
- $572 Million
- Q4 2024
A detailed history of Lm Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lm Advisors LLC holds 21,180 shares of SDVY stock, worth $686,655. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,180
Previous 9,880
114.37%
Holding current value
$686,655
Previous $359,000
111.7%
% of portfolio
0.13%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio