Columbia Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History
Columbia Advisory Partners LLC
- $91.3 Million
- Q4 2024
A detailed history of Columbia Advisory Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 9,143 shares of SDVY stock, worth $308,759. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,143Holding current value
$308,759% of portfolio
0.36%Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio