Cherry Creek Investment Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Cherry Creek Investment Advisors, Inc.
- $222 Million
- Q3 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 62,945 shares of SDVY stock, worth $2.36 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
62,945
Previous 54,115
16.32%
Holding current value
$2.36 Million
Previous $1.91 Million
25.35%
% of portfolio
1.08%
Previous 0.93%
Shares
15 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio