Harvest Investment Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Harvest Investment Services, LLC
- $463 Million
- Q3 2025
A detailed history of Harvest Investment Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Harvest Investment Services, LLC holds 68,901 shares of SDVY stock, worth $2.58 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
68,901
Previous 68,145
1.11%
Holding current value
$2.58 Million
Previous $2.4 Million
8.94%
% of portfolio
0.57%
Previous 0.6%
Shares
16 transactions
Others Institutions Holding SDVY
# of Institutions
513Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio