Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History
Smith Chas P & Associates Pa Cpas
- $1.77 Billion
- Q3 2024
A detailed history of Smith Chas P & Associates Pa Cpas transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 956,344 shares of SDVY stock, worth $34.9 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
956,344
Previous 971,517
1.56%
Holding current value
$34.9 Million
Previous $32.4 Million
7.28%
% of portfolio
1.96%
Previous 1.92%
Shares
2 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