River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
River Tree Advisors, LLC
- $119 Million
- Q2 2025
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 71,975 shares of SDVY stock, worth $2.7 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
71,975
Previous 102,529
29.8%
Holding current value
$2.7 Million
Previous $3.43 Million
26.06%
% of portfolio
2.13%
Previous 2.59%
Shares
12 transactions
Others Institutions Holding SDVY
# of Institutions
496Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$883 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$739 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$451 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$449 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$276 Million0.02% of portfolio