Betterment LLC First Tr ETF Vi Smid Cap Risin Transaction History
Betterment LLC
- $50.6 Billion
- Q3 2025
A detailed history of Betterment LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Betterment LLC holds 44,416 shares of SDVY stock, worth $1.67 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44,416
Previous 38,894
14.2%
Holding current value
$1.67 Million
Previous $1.37 Million
23.1%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares 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