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 $732,450. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,530
Previous 24,167
6.77%
Holding current value
$732,450
Previous $866,000
12.93%
% of portfolio
0.25%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio