Private Advisory Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Private Advisory Group LLC
- $820 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
381Shares Held
120MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC18MShares$694 Million0.3% of portfolio
-
Morgan Stanley New York, NY12.5MShares$481 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.99MShares$347 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$189 Million0.01% of portfolio
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Ubs Group Ag4.66MShares$180 Million0.04% of portfolio