Pensionmark Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 30,856 shares of SDVY stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
30,856
Previous 29,203
5.66%
Holding current value
$1.15 Million
Previous $1.06 Million
4.14%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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