Investment Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History
Investment Partners, Ltd.
- $277 Million
- Q3 2025
A detailed history of Investment Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Investment Partners, Ltd. holds 24,071 shares of SDVY stock, worth $902,421. This represents 0.33% of its overall portfolio holdings.
Number of Shares
24,071
Previous 24,046
0.1%
Holding current value
$902,421
Previous $848,000
7.9%
% of portfolio
0.33%
Previous 0.33%
Shares
11 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