Southland Equity Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Southland Equity Partners LLC
- $507 Billion
- Q4 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 199,886 shares of SDVY stock, worth $7.49 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
199,886
Previous 198,158
0.87%
Holding current value
$7.49 Million
Previous $7.53 Billion
1.67%
% of portfolio
1.51%
Previous 1.52%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
518Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio