Private Client Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Private Client Services, LLC
- $159 Billion
- Q2 2024
A detailed history of Private Client Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Client Services, LLC holds 6,929 shares of SDVY stock, worth $241,267. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,929
Previous 6,503
6.55%
Holding current value
$241,267
Previous $226 Million
2.14%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$535 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$434 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$313 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$170 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$162 Million0.04% of portfolio