Secure Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Secure Asset Management, LLC
- $568 Million
- Q3 2024
A detailed history of Secure Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secure Asset Management, LLC holds 45,569 shares of SDVY stock, worth $1.66 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
45,569
Previous 70,496
35.36%
Holding current value
$1.66 Million
Previous $2.35 Million
29.58%
% of portfolio
0.29%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
361Shares Held
114MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$560 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$454 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$178 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio