Marshall Investment Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Marshall Investment Management, LLC
- $170 Billion
- Q4 2024
A detailed history of Marshall Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Marshall Investment Management, LLC holds 41,172 shares of SDVY stock, worth $1.4 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
41,172Holding current value
$1.4 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$746 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$637 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$433 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$362 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio