Consolidated Portfolio Review Corp First Tr ETF Vi Smid Cap Risin Transaction History
Consolidated Portfolio Review Corp
- $796 Billion
- Q3 2025
A detailed history of Consolidated Portfolio Review Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 8,673 shares of SDVY stock, worth $325,150. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,673
Previous 6,534
32.74%
Holding current value
$325,150
Previous $231 Million
43.04%
% of portfolio
0.04%
Previous 0.03%
Shares
2 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