Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.81 Billion
- Q4 2024
A detailed history of Capital Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,510,050 shares of SDVY stock, worth $117 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
3,510,050
Previous 3,242,678
8.25%
Holding current value
$117 Million
Previous $118 Million
6.67%
% of portfolio
2.62%
Previous 2.46%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio