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 $2.88 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
91,355
Previous 86,313
5.84%
Holding current value
$2.88 Million
Previous $3.14 Million
4.3%
% of portfolio
1.67%
Previous 1.67%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$691 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$590 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$401 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$335 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$223 Million0.02% of portfolio