Second Half Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Second Half Financial Partners, LLC
- $163 Million
- Q3 2024
A detailed history of Second Half Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 9,740 shares of SDVY stock, worth $370,996. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,740
Previous 9,375
3.89%
Holding current value
$370,996
Previous $312,000
13.46%
% of portfolio
0.22%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio