Gallagher Fiduciary Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Gallagher Fiduciary Advisors, LLC
- $485 Million
- Q4 2024
A detailed history of Gallagher Fiduciary Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 193,866 shares of SDVY stock, worth $6.47 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
193,866
Previous 186,595
3.9%
Holding current value
$6.47 Million
Previous $6.79 Million
2.39%
% of portfolio
1.43%
Previous 1.45%
Shares
5 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
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Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio