Assured Partners Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 20,807 shares of SDVY stock, worth $780,262. This represents 0.18% of its overall portfolio holdings.
Number of Shares
20,807Holding current value
$780,262% of portfolio
0.18%Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
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Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio