Creekmur Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
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 $194,020. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,409
-0.0%
Holding current value
$194,020
Previous $181 Million
9.0%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
406Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$645 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$379 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio