Moloney Securities Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Moloney Securities Asset Management, LLC
- $787 Million
- Q3 2025
A detailed history of Moloney Securities Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 11,044 shares of SDVY stock, worth $414,039. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,044
Previous 10,260
7.64%
Holding current value
$414,039
Previous $361,000
16.07%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio