Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Capital Advantage, Inc.
- $483 Million
- Q2 2024
A detailed history of Capital Advantage, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Advantage, Inc. holds 23,001 shares of SDVY stock, worth $829,646. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,001
Previous 17,346
32.6%
Holding current value
$829,646
Previous $603,000
27.2%
% of portfolio
0.16%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
372Shares Held
116MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$554 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$449 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$324 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$177 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$168 Million0.04% of portfolio