Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Team Financial Group, LLC
- $174 Billion
- Q4 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 49,485 shares of SDVY stock, worth $1.86 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
49,485
Previous 59,237
16.46%
Holding current value
$1.86 Million
Previous $2.16 Billion
17.68%
% of portfolio
1.02%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
431Shares Held
137MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$676 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$562 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$397 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$226 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$217 Million0.02% of portfolio