Summit Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 55,102 shares of SDVY stock, worth $2.06 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
55,102
Previous 55,205
0.19%
Holding current value
$2.06 Million
Previous $2.01 Billion
1.64%
% of portfolio
1.02%
Previous 1.07%
Shares
8 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio