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 $116 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
$116 Million
Previous $100 Million
17.5%
% of portfolio
2.46%
Previous 2.3%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio