Stonebridge Financial Planning Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 49,932 shares of SDVY stock, worth $1.71 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
49,932
Previous 38,061
31.19%
Holding current value
$1.71 Million
Previous $1.38 Million
29.34%
% of portfolio
0.83%
Previous 0.69%
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$753 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio