Southland Equity Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Southland Equity Partners LLC
- $494 Billion
- Q3 2025
A detailed history of Southland Equity Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Southland Equity Partners LLC holds 198,158 shares of SDVY stock, worth $7.43 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
198,158
Previous 207,167
4.35%
Holding current value
$7.43 Million
Previous $7.31 Billion
3.08%
% of portfolio
1.52%
Previous 1.6%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio