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 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
109,725
Previous 971,517 88.71%
Holding current value
$4 Million
Previous $32.4 Million 12209.29%
% of portfolio
2.74%
Previous 1.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$32.65 - $36.69 $28.1 Million - $31.6 Million
-861,792 Reduced 88.71%
109,725 $3.99 Billion
Q2 2024

Aug 13, 2024

BUY
$32.33 - $34.91 $31.4 Million - $33.9 Million
971,517 New
971,517 $32.4 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Gunn & CO Investment Management, Inc. Portfolio

Follow Gunn & CO Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gunn & CO Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gunn & CO Investment Management, Inc. with notifications on news.