Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.79 Billion
- Q3 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 3,242,678 shares of SDVY stock, worth $118 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
3,242,678
Previous 3,007,808
7.81%
Holding current value
$118 Million
Previous $100 Million
17.5%
% of portfolio
2.46%
Previous 2.3%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
361Shares Held
114MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$560 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$454 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$328 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$178 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$170 Million0.04% of portfolio