Dhk Financial Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Dhk Financial Advisors, Inc.
- $172 Million
- Q2 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 59,374 shares of SDVY stock, worth $2.26 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
59,374
Previous 59,176
0.33%
Holding current value
$2.26 Million
Previous $1.98 Million
6.03%
% of portfolio
1.22%
Previous 1.1%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
495Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$895 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$750 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$457 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$455 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$280 Million0.02% of portfolio