Investment Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History
Investment Partners, Ltd.
- $259 Million
- Q2 2025
A detailed history of Investment Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Investment Partners, Ltd. holds 24,046 shares of SDVY stock, worth $901,725. This represents 0.33% of its overall portfolio holdings.
Number of Shares
24,046
Previous 24,014
0.13%
Holding current value
$901,725
Previous $804,000
5.47%
% of portfolio
0.33%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
186MCall 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