Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 5,669 shares of SDVY stock, worth $190,478. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,669
Previous 3,738
51.66%
Holding current value
$190,478
Previous $136 Million
49.44%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio