Lifestyle Asset Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Lifestyle Asset Management, Inc.
- $184 Billion
- Q4 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 148,574 shares of SDVY stock, worth $4.96 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
148,574Holding current value
$4.96 Million% of portfolio
2.9%Shares
1 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
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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