Naples Global Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,300 shares of SDVY stock, worth $273,677. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,300
Previous 7,300
-0.0%
Holding current value
$273,677
Previous $257,000
7.78%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
192MCall 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