Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 2024
A detailed history of Envestnet Asset Management Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Asset Management Inc holds 2,974,793 shares of SDVY stock, worth $100 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,974,793
Previous 2,544,512
16.91%
Holding current value
$100 Million
Previous $92.6 Million
15.21%
% of portfolio
0.04%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio