Valley National Advisers Inc First Tr ETF Vi Smid Cap Risin Transaction History
Valley National Advisers Inc
- $646 Million
- Q3 2025
A detailed history of Valley National Advisers Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Valley National Advisers Inc holds 58,799 shares of SDVY stock, worth $2.2 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
58,799
Previous 58,517
0.48%
Holding current value
$2.2 Million
Previous $2.06 Million
8.28%
% of portfolio
0.35%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio