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 $2.69 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
73,642
Previous 75,371
2.29%
Holding current value
$2.69 Million
Previous $2.52 Billion
6.49%
% of portfolio
1.93%
Previous 1.96%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
376Shares Held
116MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$561 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$455 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$329 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$179 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio