First Heartland Consultants, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
First Heartland Consultants, Inc.
- $930 Million
- Q3 2024
A detailed history of First Heartland Consultants, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 320,792 shares of SDVY stock, worth $11.6 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
320,792
Previous 240,805
33.22%
Holding current value
$11.6 Million
Previous $8.04 Million
45.19%
% of portfolio
1.25%
Previous 0.56%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 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