Mason & Associates Inc First Tr ETF Vi Smid Cap Risin Transaction History
Mason & Associates Inc
- $408 Million
- Q4 2024
A detailed history of Mason & Associates Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mason & Associates Inc holds 73,490 shares of SDVY stock, worth $2.45 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
73,490
Previous 73,905
0.56%
Holding current value
$2.45 Million
Previous $2.69 Million
2.01%
% of portfolio
0.65%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio