Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.37 Billion
- Q2 2024
A detailed history of Capital Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 3,007,808 shares of SDVY stock, worth $105 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
3,007,808
Previous 7,751
38705.42%
Holding current value
$105 Million
Previous $269,000
37223.42%
% of portfolio
2.3%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
341Shares Held
110MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$535 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$434 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$313 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$170 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$162 Million0.04% of portfolio