Capital Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 61,654 shares of SDVY stock, worth $2.21 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
61,654
Previous 57,237
7.72%
Holding current value
$2.21 Million
Previous $1.91 Million
17.38%
% of portfolio
0.23%
Previous 0.21%
Shares
4 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