Richmond Investment Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Richmond Investment Services, LLC
- $473 Billion
- Q2 2025
A detailed history of Richmond Investment Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Richmond Investment Services, LLC holds 560,714 shares of SDVY stock, worth $21.2 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
560,714
Previous 275,969
103.18%
Holding current value
$21.2 Million
Previous $9.25 Billion
113.97%
% of portfolio
4.18%
Previous 5.02%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$889 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$744 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$454 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$452 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$278 Million0.02% of portfolio