Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Capital Advantage, Inc.
- $520 Million
- Q3 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 36,114 shares of SDVY stock, worth $1.31 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
36,114
Previous 23,001
57.01%
Holding current value
$1.31 Million
Previous $767,000
71.19%
% of portfolio
0.25%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$652 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$542 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$383 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio