Old Port Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Old Port Advisors
- $367 Billion
- Q2 2025
A detailed history of Old Port Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Old Port Advisors holds 11,625 shares of SDVY stock, worth $441,982. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,625
Previous 12,697
8.44%
Holding current value
$441,982
Previous $425 Million
3.58%
% of portfolio
0.11%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$895 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$750 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$457 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$455 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$280 Million0.02% of portfolio