Old Port Advisors First Tr ETF Vi Smid Cap Risin Transaction History
Old Port Advisors
- $398 Billion
- Q3 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 11,696 shares of SDVY stock, worth $438,483. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,696
Previous 11,625
0.61%
Holding current value
$438,483
Previous $410 Million
8.42%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares 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