Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Elevated Capital Advisors, LLC
- $338 Million
- Q3 2025
A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 20,729 shares of SDVY stock, worth $777,130. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,729
Previous 22,530
7.99%
Holding current value
$777,130
Previous $794,000
0.76%
% of portfolio
0.23%
Previous 0.25%
Shares
9 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