Capital Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisors, LLC
- $4.81 Billion
- Q4 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 3,510,050 shares of SDVY stock, worth $118 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
3,510,050
Previous 3,242,678
8.25%
Holding current value
$118 Million
Previous $118 Million
6.67%
% of portfolio
2.62%
Previous 2.46%
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