Northwest Financial Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
A detailed history of Northwest Financial Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Northwest Financial Advisors holds 9,796 shares of SDVY stock, worth $336,492. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,796
Previous 8,322
17.71%
Holding current value
$336,492
Previous $303 Million
15.99%
% of portfolio
0.29%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$753 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio