Sage Oak Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
A detailed history of Sage Oak Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sage Oak Financial, LLC holds 24,024 shares of SDVY stock, worth $807,206. This represents 0.79% of its overall portfolio holdings.
Number of Shares
24,024Holding current value
$807,206% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio