Creekmur Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creekmur Asset Management LLC
- $603 Billion
- Q3 2025
A detailed history of Creekmur Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creekmur Asset Management LLC holds 4,236 shares of SDVY stock, worth $158,807. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,236
Previous 5,409
21.69%
Holding current value
$158,807
Previous $191 Million
15.6%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares 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