Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Team Financial Group, LLC
- $168 Billion
- Q3 2024
A detailed history of Team Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Team Financial Group, LLC holds 59,237 shares of SDVY stock, worth $2.13 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
59,237
Previous 57,915
2.28%
Holding current value
$2.13 Million
Previous $1.93 Billion
11.48%
% of portfolio
1.28%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$646 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$537 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$379 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio