River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
River Tree Advisors, LLC
- $140 Million
- Q1 2024
A detailed history of River Tree Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, River Tree Advisors, LLC holds 177,716 shares of SDVY stock, worth $5.88 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
177,716
Previous 172,977
2.74%
Holding current value
$5.88 Million
Previous $5.67 Million
9.17%
% of portfolio
4.43%
Previous 4.1%
Shares
7 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio