New Edge Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, New Edge Advisors, LLC holds 917,571 shares of SDVY stock, worth $34.4 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
917,571
Previous 953,881
3.81%
Holding current value
$34.4 Million
Previous $33.7 Million
3.67%
% of portfolio
0.17%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares 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