Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Asset Management Inc
- $263 Billion
- Q1 2024
A detailed history of Envestnet Asset Management Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,774,622 shares of SDVY stock, worth $59.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,774,622
Previous 1,045,738
69.7%
Holding current value
$59.2 Million
Previous $34.3 Million
80.32%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$442 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$349 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$246 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$128 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$125 Million0.01% of portfolio