Cresset Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Cresset Asset Management, LLC
- $20.6 Billion
- Q1 2024
A detailed history of Cresset Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cresset Asset Management, LLC holds 30,100 shares of SDVY stock, worth $995,708. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30,100
Previous 27,148
10.87%
Holding current value
$995,708
Previous $889,000
17.89%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio