Advantage Trust CO First Tr ETF Vi Smid Cap Risin Transaction History
Advantage Trust CO
- $203 Billion
- Q2 2025
A detailed history of Advantage Trust CO transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Advantage Trust CO holds 417,055 shares of SDVY stock, worth $15.2 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
417,055
Previous 410,840
1.51%
Holding current value
$15.2 Million
Previous $13.8 Billion
6.91%
% of portfolio
7.25%
Previous 8.34%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
188MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$852 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$710 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA13.2MShares$483 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.5MShares$456 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC7.82MShares$285 Million0.02% of portfolio