Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Cherry Creek Investment Advisors, Inc.
- $205 Million
- Q2 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 54,115 shares of SDVY stock, worth $1.96 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
54,115
Previous 62,204
13.0%
Holding current value
$1.96 Million
Previous $2.08 Million
8.35%
% of portfolio
0.93%
Previous 1.11%
Shares
14 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$846 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$705 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$479 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$452 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$283 Million0.02% of portfolio