Elevated Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Elevated Capital Advisors, LLC
- $307 Million
- Q1 2025
A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 22,530 shares of SDVY stock, worth $774,806. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,530
Previous 24,167
6.77%
Holding current value
$774,806
Previous $866,000
12.93%
% of portfolio
0.25%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
503Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$804 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$670 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$455 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$430 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$269 Million0.02% of portfolio