Strategic Wealth Advisors Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 60,737 shares of SDVY stock, worth $2.25 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
60,737
Previous 133,771
54.6%
Holding current value
$2.25 Million
Previous $3.28 Million
57.2%
% of portfolio
0.06%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
169MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio