Gunn & CO Investment Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 109,725 shares of SDVY stock, worth $4.23 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
109,725
Previous 971,517
88.71%
Holding current value
$4.23 Million
Previous $32.4 Million
12209.29%
% of portfolio
2.74%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
378Shares Held
117MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC15.4MShares$592 Million0.26% of portfolio
-
Morgan Stanley New York, NY12.5MShares$480 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA8.99MShares$346 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.9MShares$189 Million0.01% of portfolio
-
Ubs Group Ag4.66MShares$180 Million0.04% of portfolio