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 $1.43 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,354
Previous 155,419
74.68%
Holding current value
$1.43 Million
Previous $5.19 Million
72.41%
% of portfolio
0.42%
Previous 1.52%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
361Shares Held
114MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$560 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$454 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$328 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC4.9MShares$178 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio