Breakthru Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Breakthru Advisory Services, LLC
- $152 Billion
- Q3 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 5,806 shares of SDVY stock, worth $217,666. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,806
Previous 216,531
97.32%
Holding current value
$217,666
Previous $7.25 Billion
96.96%
% of portfolio
0.15%
Previous 11.22%
Shares
3 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