Creekmur Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creekmur Asset Management LLC
- $566 Billion
- Q2 2025
A detailed history of Creekmur Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creekmur Asset Management LLC holds 5,409 shares of SDVY stock, worth $202,837. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,409
-0.0%
Holding current value
$202,837
Previous $181 Million
5.3%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio