Assured Partners Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
495Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$898 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$752 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$459 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$457 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$281 Million0.02% of portfolio