Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.79 Billion
- Q3 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 3,242,678 shares of SDVY stock, worth $117 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
3,242,678
Previous 3,007,808
7.81%
Holding current value
$117 Million
Previous $100 Million
17.5%
% of portfolio
2.46%
Previous 2.3%
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$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 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