Pensionmark Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 29,203 shares of SDVY stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
29,203
Previous 29,203
-0.0%
Holding current value
$1.05 Million
Previous $1.06 Million
-0.0%
% of portfolio
0.03%
Previous 0.01%
Shares
3 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