Fundamentun, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Fundamentun, LLC

$1.73 Billion
Q1 2025

A detailed history of Fundamentun, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fundamentun, LLC holds 34,421 shares of SDVY stock, worth $1.12 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

34,421

Holding current value

$1.12 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$32.49 - $37.99 $1.12 Million - $1.31 Million	34,421 New	34,421 $1.15 Million

Others Institutions Holding SDVY

# of Institutions

502

Shares Held

176M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$713 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$609 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$414 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$346 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$231 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.

Account