Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Cherry Creek Investment Advisors, Inc.
- $196 Million
- Q4 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 91,355 shares of SDVY stock, worth $3.41 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
91,355
Previous 86,313
5.84%
Holding current value
$3.41 Million
Previous $3.14 Million
4.3%
% of portfolio
1.67%
Previous 1.67%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio