Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Capital Advantage, Inc.
- $547 Million
- Q4 2024
A detailed history of Capital Advantage, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Advantage, Inc. holds 41,358 shares of SDVY stock, worth $1.39 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
41,358
Previous 36,114
14.52%
Holding current value
$1.39 Million
Previous $1.31 Million
12.87%
% of portfolio
0.27%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio