Davis Investment Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Davis Investment Partners, LLC
- $237 Billion
- Q4 2024
A detailed history of Davis Investment Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Davis Investment Partners, LLC holds 23,932 shares of SDVY stock, worth $813,448. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,932
Previous 21,908
9.24%
Holding current value
$813,448
Previous $787 Million
7.68%
% of portfolio
0.36%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$746 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$637 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$433 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$362 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$241 Million0.02% of portfolio