Root Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Root Financial Partners, LLC holds 39,297 shares of SDVY stock, worth $1.33 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
39,297
Previous 42,227
6.94%
Holding current value
$1.33 Million
Previous $1.54 Billion
8.29%
% of portfolio
0.17%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$744 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$635 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$432 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$361 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio