Certified Advisory Corp First Tr ETF Vi Smid Cap Risin Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Certified Advisory Corp holds 189,749 shares of SDVY stock, worth $6.95 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
189,749
Previous 172,409
10.06%
Holding current value
$6.95 Million
Previous $6.27 Million
8.45%
% of portfolio
0.75%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
169MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$803 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$686 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$466 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$389 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$260 Million0.02% of portfolio