Kraematon Investment Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History
Kraematon Investment Advisors, Inc
- $91.7 Million
- Q1 2025
A detailed history of Kraematon Investment Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kraematon Investment Advisors, Inc holds 23,011 shares of SDVY stock, worth $721,164. This represents 0.84% of its overall portfolio holdings.
Number of Shares
23,011
Previous 18,615
23.62%
Holding current value
$721,164
Previous $667,000
15.14%
% of portfolio
0.84%
Previous 0.7%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$687 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$587 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$399 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$333 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$222 Million0.02% of portfolio