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 $237,216. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,508
Previous 24,364
73.29%
Holding current value
$237,216
Previous $813,000
70.97%
% of portfolio
0.3%
Previous 0.99%
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