Creekmur Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creekmur Asset Management LLC
- $477 Billion
- Q1 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 $187,908. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,409
-0.0%
Holding current value
$187,908
Previous $194 Million
6.55%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio