Montag A & Associates Inc First Tr ETF Vi Smid Cap Risin Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
A detailed history of Montag A & Associates Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Montag A & Associates Inc holds 3,684 shares of SDVY stock, worth $131,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,684
Previous 3,684
-0.0%
Holding current value
$131,555
Previous $134,000
1.49%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
505Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$783 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$669 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$455 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$380 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$254 Million0.02% of portfolio