Claris Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Claris Advisors, LLC

$196 Million
Q3 2024

A detailed history of Claris Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Claris Advisors, LLC holds 1,900 shares of SDVY stock, worth $75,259. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,900

Holding current value

$75,259

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $62,035 - $69,711	1,900 New	1,900 $69,000

Others Institutions Holding SDVY

# of Institutions

403

Shares Held

132M

Call Options Held

6.7K

Put Options Held

Lpl Financial LLC Fort Mill, SC

18M
Shares

$712 Million
0.3% of portfolio
Morgan Stanley New York, NY

15M
Shares

$592 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$418 Million
0.09% of portfolio
Ubs Group Ag

6.02M
Shares

$239 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

5.77M
Shares

$229 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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Claris Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History