Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Elevated Capital Advisors, LLC
- $322 Million
- Q4 2024
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 24,167 shares of SDVY stock, worth $877,745. This represents 0.27% of its overall portfolio holdings.
Number of Shares
24,167
Previous 39,354
38.59%
Holding current value
$877,745
Previous $1.43 Million
39.48%
% of portfolio
0.27%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
478Shares Held
159MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$797 Million0.33% of portfolio
-
Morgan Stanley New York, NY15MShares$543 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$462 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$386 Million0.14% of portfolio
-
Ubs Group Ag6.02MShares$219 Million0.05% of portfolio