Envestnet Portfolio Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Portfolio Solutions, Inc.
- $26.1 Billion
- Q2 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 60,051 shares of SDVY stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
60,051
Previous 53,981
11.24%
Holding current value
$2.16 Million
Previous $1.88 Million
6.65%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
342Shares Held
112MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$552 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$448 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$323 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$176 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$168 Million0.04% of portfolio