Cottage Street Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History
Cottage Street Advisors LLC
- $192 Billion
- Q4 2024
A detailed history of Cottage Street Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottage Street Advisors LLC holds 19,398 shares of SDVY stock, worth $647,699. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,398
Previous 18,457
5.1%
Holding current value
$647,699
Previous $671 Million
3.57%
% of portfolio
0.36%
Previous 0.37%
Shares
6 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