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 $1.24 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
34,246Holding current value
$1.24 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
365Shares Held
115MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$556 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$451 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.99MShares$325 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$177 Million0.01% of portfolio
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Ubs Group Ag4.66MShares$169 Million0.04% of portfolio