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 $5.62 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
148,574Holding current value
$5.62 Million% of portfolio
2.9%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
426Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$680 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$565 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$399 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio