Stiles Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History
Stiles Financial Services Inc
- $282 Million
- Q3 2024
A detailed history of Stiles Financial Services Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stiles Financial Services Inc holds 7,803 shares of SDVY stock, worth $282,078. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,803
Previous 7,556
3.27%
Holding current value
$282,078
Previous $252,000
12.3%
% of portfolio
0.1%
Previous 0.1%
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$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio