Ethos Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ethos Financial Group, LLC holds 11,843 shares of SDVY stock, worth $429,427. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,843
Previous 11,816
0.23%
Holding current value
$429,427
Previous $394,000
9.14%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$652 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$542 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$383 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio