Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Cherry Creek Investment Advisors, Inc.
- $187 Million
- Q1 2025
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 62,204 shares of SDVY stock, worth $2.16 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
62,204
Previous 91,355
31.91%
Holding current value
$2.16 Million
Previous $3.28 Million
36.4%
% of portfolio
1.11%
Previous 1.67%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio