Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Team Financial Group, LLC
- $168 Billion
- Q3 2024
A detailed history of Team Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Team Financial Group, LLC holds 59,237 shares of SDVY stock, worth $2.26 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
59,237
Previous 57,915
2.28%
Holding current value
$2.26 Million
Previous $1.93 Billion
11.48%
% of portfolio
1.28%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio