Insight Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Insight Advisors, LLC
- $359 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
509Shares Held
175MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$711 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$607 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$413 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$345 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$230 Million0.02% of portfolio