Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Team Financial Group, LLC
- $174 Billion
- Q4 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 49,485 shares of SDVY stock, worth $1.67 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
49,485
Previous 59,237
16.46%
Holding current value
$1.67 Million
Previous $2.16 Billion
17.68%
% of portfolio
1.02%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio