Comprehensive Financial Consultants Institutional, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Comprehensive Financial Consultants Institutional, Inc.
- $291 Million
- Q3 2025
A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 7,719 shares of SDVY stock, worth $289,462. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,719
Previous 7,719
-0.0%
Holding current value
$289,462
Previous $272,000
7.72%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio