Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Cherry Creek Investment Advisors, Inc.
- $178 Million
- Q1 2024
A detailed history of Cherry Creek Investment Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cherry Creek Investment Advisors, Inc. holds 78,732 shares of SDVY stock, worth $2.74 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
78,732
Previous 67,263
17.05%
Holding current value
$2.74 Million
Previous $2.2 Million
24.36%
% of portfolio
1.54%
Previous 1.39%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
307Shares Held
89.9MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$461 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$363 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$256 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$134 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$130 Million0.01% of portfolio