Ethos Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Ethos Financial Group, LLC
- $665 Million
- Q4 2024
A detailed history of Ethos Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ethos Financial Group, LLC holds 11,816 shares of SDVY stock, worth $400,562. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,816
Previous 11,843
0.23%
Holding current value
$400,562
Previous $430,000
1.63%
% of portfolio
0.06%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$744 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$635 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$432 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$361 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio