Certified Advisory Corp First Tr ETF Vi Smid Cap Risin Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Certified Advisory Corp holds 189,749 shares of SDVY stock, worth $6.97 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
189,749
Previous 172,409
10.06%
Holding current value
$6.97 Million
Previous $6.27 Million
8.45%
% of portfolio
0.75%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
457Shares Held
153MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$661 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$549 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$391 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$388 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$221 Million0.05% of portfolio