Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Elevated Capital Advisors, LLC
- $340 Million
- Q3 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 39,354 shares of SDVY stock, worth $1.39 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,354
Previous 155,419
74.68%
Holding current value
$1.39 Million
Previous $5.19 Million
72.41%
% of portfolio
0.42%
Previous 1.52%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
407Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$637 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$529 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$374 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$213 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$204 Million0.02% of portfolio