River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
River Tree Advisors, LLC
- $133 Million
- Q1 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 102,529 shares of SDVY stock, worth $3.33 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
102,529
Previous 158,892
35.47%
Holding current value
$3.33 Million
Previous $5.7 Million
39.71%
% of portfolio
2.59%
Previous 4.0%
Shares
11 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio