Mount Yale Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,262 shares of SDVY stock, worth $272,252. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,262Holding current value
$272,252% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
522Shares Held
193MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
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Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio