Grantvest Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History
Grantvest Financial Group LLC
- $145 Billion
- Q3 2025
A detailed history of Grantvest Financial Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Grantvest Financial Group LLC holds 40,293 shares of SDVY stock, worth $1.51 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
40,293
Previous 40,287
0.01%
Holding current value
$1.51 Million
Previous $1.42 Billion
7.78%
% of portfolio
1.06%
Previous 1.05%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares 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