Anderson Financial Strategies, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Anderson Financial Strategies, LLC
- $166 Billion
- Q4 2024
A detailed history of Anderson Financial Strategies, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 43,753 shares of SDVY stock, worth $1.5 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
43,753Holding current value
$1.5 Million% of portfolio
0.95%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$753 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio