Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Elevated Capital Advisors, LLC
- $340 Million
- Q3 2024
A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 39,354 shares of SDVY stock, worth $1.5 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,354
Previous 155,419
74.68%
Holding current value
$1.5 Million
Previous $5.19 Million
72.41%
% of portfolio
0.42%
Previous 1.52%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio