Dougherty Wealth Advisers LLC Seven & I Holdings CO LTD Unsp Transaction History

Dougherty Wealth Advisers LLC

$125 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	N/A	-988 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	988 New	988 $17,000

Others Institutions Holding SVNDY

# of Institutions

13

Shares Held

517K

Call Options Held

0

Put Options Held

0

Thomas White International LTD Chicago, IL

132K
Shares

$1.59 Million
0.61% of portfolio
Poehling Capital Management, Inc. Madison, WI

106K
Shares

$1.28 Million
0.33% of portfolio
Great Lakes Advisors, LLC Chicago, IL

94.2K
Shares

$1.14 Million
0.01% of portfolio
Paradigm Asset Management CO LLC

53K
Shares

$638,589
0.24% of portfolio
Rhumbline Advisers Boston, MA

50.8K
Shares

$611,742
0.0% of portfolio

About Seven & I Holdings Co Ltd Unsp

Ticker SVNDY
Sector Consumer Defensive
Industry Grocery Stores
Shares Outstandng 1,766,230,016
Market Cap $21.3B

More about SVNDY

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