Advantage Trust CO First Tr ETF Vi Smid Cap Risin Transaction History
Advantage Trust CO
- $221 Billion
- Q3 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 433,213 shares of SDVY stock, worth $16.2 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
433,213
Previous 417,055
3.87%
Holding current value
$16.2 Million
Previous $14.7 Billion
11.94%
% of portfolio
7.44%
Previous 7.25%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
515Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio