United Advisor Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
A detailed history of United Advisor Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, United Advisor Group, LLC holds 46,251 shares of SDVY stock, worth $1.66 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
46,251
Previous 43,395
6.58%
Holding current value
$1.66 Million
Previous $1.56 Million
0.39%
% of portfolio
0.34%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$840 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$700 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$476 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$449 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$281 Million0.02% of portfolio