Marshall Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Marshall Financial Group LLC
- $353 Million
- Q2 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 39,248 shares of SDVY stock, worth $1.41 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
39,248
Previous 36,660
7.06%
Holding current value
$1.41 Million
Previous $1.28 Million
2.66%
% of portfolio
0.37%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$552 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$448 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$323 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$176 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$168 Million0.04% of portfolio