Valley National Advisers Inc First Tr ETF Vi Smid Cap Risin Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 2024
A detailed history of Valley National Advisers Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Valley National Advisers Inc holds 53,997 shares of SDVY stock, worth $1.8 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
53,997
Previous 48,140
12.17%
Holding current value
$1.8 Million
Previous $1.75 Million
10.51%
% of portfolio
0.35%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio