Stegent Equity Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Stegent Equity Advisors, Inc.
- $77.8 Million
- Q3 2024
A detailed history of Stegent Equity Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 6,508 shares of SDVY stock, worth $233,181. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,508
Previous 24,364
73.29%
Holding current value
$233,181
Previous $813,000
70.97%
% of portfolio
0.3%
Previous 0.99%
Shares
2 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