Pinnacle Associates LTD First Tr ETF Vi Smid Cap Risin Transaction History
Pinnacle Associates LTD
- $6.3 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$650 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$382 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio