Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Asset Management Inc
- $302 Billion
- Q4 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 2,974,793 shares of SDVY stock, worth $99.3 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,974,793
Previous 2,544,512
16.91%
Holding current value
$99.3 Million
Previous $92.6 Million
15.21%
% of portfolio
0.04%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares 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