Cbiz Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Cbiz Investment Advisory Services, LLC
- $345 Million
- Q1 2025
A detailed history of Cbiz Investment Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 378 shares of SDVY stock, worth $12,288. This represents 0.0% of its overall portfolio holdings.
Number of Shares
378Holding current value
$12,288% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
505Shares Held
180MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$760 Million0.32% of portfolio
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Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio