Comprehensive Financial Planning, Inc./Pa First Tr ETF Vi Smid Cap Risin Transaction History
Comprehensive Financial Planning, Inc./Pa
- $118 Billion
- Q4 2024
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 10,578 shares of SDVY stock, worth $355,420. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,578Holding current value
$355,420% of portfolio
0.32%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$737 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio