Level Four Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Level Four Advisory Services, LLC
- $2.66 Billion
- Q3 2025
A detailed history of Level Four Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 19,886 shares of SDVY stock, worth $745,526. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,886
Previous 19,276
3.16%
Holding current value
$745,526
Previous $680,000
11.18%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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