Marshall Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Marshall Financial Group LLC
- $412 Million
- Q3 2024
A detailed history of Marshall Financial Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Marshall Financial Group LLC holds 42,059 shares of SDVY stock, worth $1.52 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
42,059
Previous 39,248
7.16%
Holding current value
$1.52 Million
Previous $1.31 Million
16.79%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio