Formidable Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Formidable Asset Management, LLC
- $587 Million
- Q4 2024
A detailed history of Formidable Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Formidable Asset Management, LLC holds 74,309 shares of SDVY stock, worth $2.48 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
74,309
Previous 71,416
4.05%
Holding current value
$2.48 Million
Previous $2.6 Million
2.5%
% of portfolio
0.45%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio