Claris Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Claris Advisors, LLC holds 1,900 shares of SDVY stock, worth $68,533. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,900

Holding current value

$68,533

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $62,035 - $69,711	1,900 New	1,900 $69,000

Others Institutions Holding SDVY

# of Institutions

372

Shares Held

116M

Call Options Held

Put Options Held

1.1K

Lpl Financial LLC Fort Mill, SC

15.4M
Shares

$554 Million
0.26% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$449 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

8.99M
Shares

$324 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.9M
Shares

$177 Million
0.01% of portfolio
Ubs Group Ag

4.66M
Shares

$168 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Claris Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History