Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Crumly & Associates Inc.
- $387 Million
- Q4 2025
A detailed history of Crumly & Associates Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Crumly & Associates Inc. holds 476,716 shares of SDVY stock, worth $17.9 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
476,716
Previous 396,210
20.32%
Holding current value
$17.9 Million
Previous $15.1 Million
18.65%
% of portfolio
4.62%
Previous 4.08%
Shares
17 transactions
Others Institutions Holding SDVY
# of Institutions
521Shares Held
192MCall 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