Breakthru Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Breakthru Advisory Services, LLC
- $110 Billion
- Q4 2024
A detailed history of Breakthru Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 220,230 shares of SDVY stock, worth $8.15 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
220,230Holding current value
$8.15 Million% of portfolio
7.15%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$812 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$693 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$471 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$394 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$263 Million0.02% of portfolio