Montag A & Associates Inc First Tr ETF Vi Smid Cap Risin Transaction History
Montag A & Associates Inc
- $1.98 Billion
- Q1 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 $121,977. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,684Holding current value
$121,977% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$439 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio