American Institute For Advanced Investment Management, LLP First Tr ETF Vi Smid Cap Risin Transaction History
American Institute For Advanced Investment Management, LLP
- $134 Million
- Q1 2025
A detailed history of American Institute For Advanced Investment Management, LLP transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 13,490 shares of SDVY stock, worth $438,559. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,490
Previous 27,813
51.5%
Holding current value
$438,559
Previous $997,000
54.76%
% of portfolio
0.34%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
177MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio