Pks Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pks Advisory Services, LLC
- $479 Billion
- Q3 2025
A detailed history of Pks Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pks Advisory Services, LLC holds 44,537 shares of SDVY stock, worth $1.67 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,537
Previous 42,206
5.52%
Holding current value
$1.67 Million
Previous $1.41 Billion
20.32%
% of portfolio
0.35%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
515Shares 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