Certified Advisory Corp First Tr ETF Vi Smid Cap Risin Transaction History
Certified Advisory Corp
- $1.03 Billion
- Q3 2025
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 209,786 shares of SDVY stock, worth $7.86 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
209,786
Previous 205,395
2.14%
Holding current value
$7.86 Million
Previous $7.25 Million
10.07%
% of portfolio
0.77%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio