Owen La Rue, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Owen La Rue, LLC
- $166 Million
- Q3 2024
A detailed history of Owen La Rue, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Owen La Rue, LLC holds 130,762 shares of SDVY stock, worth $4.8 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
130,762
Previous 110,229
18.63%
Holding current value
$4.8 Million
Previous $3.68 Million
29.3%
% of portfolio
2.86%
Previous 2.49%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
457Shares Held
153MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$661 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$549 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$391 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$388 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$221 Million0.05% of portfolio