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 $393,290. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,578Holding current value
$393,290% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
451Shares Held
150MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$669 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$556 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$395 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$393 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$224 Million0.05% of portfolio