Creekmur Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creekmur Asset Management LLC
- $437 Billion
- Q4 2024
A detailed history of Creekmur Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5,409 shares of SDVY stock, worth $182,661. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,409
-0.0%
Holding current value
$182,661
Previous $197 Million
1.47%
% of portfolio
0.04%
Previous 0.05%
Shares
3 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