Woodmont Investment Counsel LLC First Tr ETF Vi Smid Cap Risin Transaction History
Woodmont Investment Counsel LLC
- $1.34 Billion
- Q4 2024
A detailed history of Woodmont Investment Counsel LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Woodmont Investment Counsel LLC holds 13,511 shares of SDVY stock, worth $449,916. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,511
Previous 9,833
37.4%
Holding current value
$449,916
Previous $357,000
35.57%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio