Global Retirement Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Global Retirement Partners, LLC
- $3.4 Billion
- Q4 2024
A detailed history of Global Retirement Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Retirement Partners, LLC holds 62,360 shares of SDVY stock, worth $2.06 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
62,360
Previous 47,976
29.98%
Holding current value
$2.06 Million
Previous $1.75 Million
28.08%
% of portfolio
0.07%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$724 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$618 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$420 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$351 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$234 Million0.02% of portfolio