Formidable Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Formidable Asset Management, LLC
- $609 Million
- Q3 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 71,416 shares of SDVY stock, worth $2.72 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
71,416
Previous 69,522
2.72%
Holding current value
$2.72 Million
Previous $2.32 Million
11.98%
% of portfolio
0.43%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$685 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio