Moloney Securities Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Moloney Securities Asset Management, LLC
- $664 Million
- Q1 2025
A detailed history of Moloney Securities Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 9,969 shares of SDVY stock, worth $346,323. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,969
Previous 8,386
18.88%
Holding current value
$346,323
Previous $300,000
11.0%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio