J.W. Cole Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
J.W. Cole Advisors, Inc.
- $2.42 Billion
- Q4 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 177,456 shares of SDVY stock, worth $5.56 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
177,456
Previous 204,658
13.29%
Holding current value
$5.56 Million
Previous $7.45 Million
14.56%
% of portfolio
0.26%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$687 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$587 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$399 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$333 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$222 Million0.02% of portfolio