Southland Equity Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Southland Equity Partners LLC
- $430 Billion
- Q4 2024
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 195,825 shares of SDVY stock, worth $6.54 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
195,825
Previous 193,007
1.46%
Holding current value
$6.54 Million
Previous $7.02 Billion
0.02%
% of portfolio
1.63%
Previous 1.71%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio