Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Crumly & Associates Inc.
- $318 Million
- Q3 2024
A detailed history of Crumly & Associates Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Crumly & Associates Inc. holds 226,319 shares of SDVY stock, worth $8.57 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
226,319
Previous 199,013
13.72%
Holding current value
$8.57 Million
Previous $6.64 Million
23.93%
% of portfolio
2.59%
Previous 2.09%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
425Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$681 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$566 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$400 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio