Ballew Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History
Ballew Advisors, Inc
- $152 Million
- Q4 2024
A detailed history of Ballew Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ballew Advisors, Inc holds 21,062 shares of SDVY stock, worth $784,559. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,062
Previous 16,781
25.51%
Holding current value
$784,559
Previous $610,000
23.77%
% of portfolio
0.5%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$817 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$698 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$474 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$396 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$264 Million0.02% of portfolio