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 $703,260. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,062
Previous 16,781
25.51%
Holding current value
$703,260
Previous $610,000
23.77%
% of portfolio
0.5%
Previous 0.42%
Shares
2 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
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio