Dhk Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Dhk Financial Advisors, Inc.
- $180 Million
- Q1 2025
A detailed history of Dhk Financial Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 59,176 shares of SDVY stock, worth $1.98 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
59,176
Previous 58,897
0.47%
Holding current value
$1.98 Million
Previous $2.11 Million
6.44%
% of portfolio
1.1%
Previous 1.3%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
512Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio