Breakthru Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Breakthru Advisory Services, LLC
- $64.7 Billion
- Q1 2025
A detailed history of Breakthru Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 216,531 shares of SDVY stock, worth $7.04 Million. This represents 11.22% of its overall portfolio holdings.
Number of Shares
216,531
Previous 220,230
1.68%
Holding current value
$7.04 Million
Previous $7.9 Billion
8.12%
% of portfolio
11.22%
Previous 7.15%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
508Shares Held
176MCall 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