Advance Capital Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Advance Capital Management, Inc.
- $1.68 Billion
- Q4 2024
A detailed history of Advance Capital Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Advance Capital Management, Inc. holds 491,017 shares of SDVY stock, worth $18.4 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
491,017Holding current value
$18.4 Million% of portfolio
1.05%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio