Vital Stone Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Vital Stone Financial, LLC
- $141 Million
- Q3 2024
A detailed history of Vital Stone Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vital Stone Financial, LLC holds 12,060 shares of SDVY stock, worth $464,551. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,060
Previous 17,185
29.82%
Holding current value
$464,551
Previous $573,000
23.56%
% of portfolio
0.31%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
378Shares Held
117MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$592 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$480 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$346 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$189 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$180 Million0.04% of portfolio