United Advisor Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
United Advisor Group, LLC
- $476 Million
- Q4 2024
A detailed history of United Advisor Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, United Advisor Group, LLC holds 43,395 shares of SDVY stock, worth $1.47 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
43,395
Previous 33,748
28.59%
Holding current value
$1.47 Million
Previous $1.23 Million
26.73%
% of portfolio
0.33%
Previous 0.29%
Shares
2 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