Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Secured Retirement Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Secured Retirement Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 73,642 shares of SDVY stock, worth $2.64 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
73,642
Previous 75,371
2.29%
Holding current value
$2.64 Million
Previous $2.52 Billion
6.49%
% of portfolio
1.93%
Previous 1.96%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio