Creative Planning First Tr ETF Vi Smid Cap Risin Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative Planning holds 6,972 shares of SDVY stock, worth $258,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,972

Holding current value

$258,103

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $247,157 - $281,180	6,972 New	6,972 $249,000

Others Institutions Holding SDVY

# of Institutions

503

Shares Held

173M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$812 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$693 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$471 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$394 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$263 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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