Envestnet Asset Management Inc First Tr ETF Vi Smid Cap Risin Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
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 2,974,264 shares of SDVY stock, worth $112 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,974,264
Previous 3,132,744
5.06%
Holding current value
$112 Million
Previous $105 Million
0.01%
% of portfolio
0.03%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio