Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q3 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 2,544,512 shares of SDVY stock, worth $92 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,544,512
Previous 2,021,868
25.85%
Holding current value
$92 Million
Previous $67.5 Million
37.16%
% of portfolio
0.03%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$650 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$541 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$382 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$218 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$209 Million0.02% of portfolio