Mason & Associates Inc First Tr ETF Vi Smid Cap Risin Transaction History
Mason & Associates Inc
- $398 Million
- Q3 2024
A detailed history of Mason & Associates Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mason & Associates Inc holds 73,905 shares of SDVY stock, worth $2.65 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
73,905
Previous 6,324
1068.64%
Holding current value
$2.65 Million
Previous $211,000
1173.93%
% of portfolio
0.68%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio