Sweet Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 34,246 shares of SDVY stock, worth $1.23 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
34,246Holding current value
$1.23 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$646 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$537 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$379 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio