Diversify Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Diversify Advisory Services, LLC
- $3.16 Trillion
- Q4 2025
A detailed history of Diversify Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 16,550 shares of SDVY stock, worth $620,459. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,550
Previous 11,825
39.96%
Holding current value
$620,459
Previous $442 Million
51.98%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
521Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio