Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History
Smith Chas P & Associates Pa Cpas
- $1.78 Billion
- Q2 2025
A detailed history of Smith Chas P & Associates Pa Cpas transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 1,028,128 shares of SDVY stock, worth $38.6 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
1,028,128
Previous 1,002,461
2.56%
Holding current value
$38.6 Million
Previous $33.6 Million
8.01%
% of portfolio
2.04%
Previous 1.95%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
185MCall 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