Southland Equity Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Southland Equity Partners LLC
- $430 Billion
- Q1 2025
A detailed history of Southland Equity Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Southland Equity Partners LLC holds 207,165 shares of SDVY stock, worth $6.49 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
207,165
Previous 195,825
5.79%
Holding current value
$6.49 Million
Previous $7.02 Billion
1.14%
% of portfolio
1.62%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding SDVY
# of Institutions
512Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$687 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$587 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$399 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$333 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$222 Million0.02% of portfolio