Ipsen Advisor Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Ipsen Advisor Group LLC
- $117 Billion
- Q4 2024
A detailed history of Ipsen Advisor Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 48,498 shares of SDVY stock, worth $1.62 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
48,498Holding current value
$1.62 Million% of portfolio
1.49%Shares
1 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
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Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio