Signal Point Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Signal Point Asset Management, LLC
- $329 Million
- Q1 2024
A detailed history of Signal Point Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Signal Point Asset Management, LLC holds 86,830 shares of SDVY stock, worth $2.87 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
86,830
Previous 133,773
35.09%
Holding current value
$2.87 Million
Previous $4.38 Million
31.03%
% of portfolio
0.92%
Previous 1.29%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio