Old Port Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Old Port Advisors
- $348 Billion
- Q4 2024
A detailed history of Old Port Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Old Port Advisors holds 12,822 shares of SDVY stock, worth $477,619. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,822
Previous 12,865
0.33%
Holding current value
$477,619
Previous $468 Million
1.79%
% of portfolio
0.13%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
501Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$817 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$698 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$474 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$396 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$264 Million0.02% of portfolio