Gunn & CO Investment Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
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 $4.14 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
109,725
Previous 971,517
88.71%
Holding current value
$4.14 Million
Previous $32.4 Million
12209.29%
% of portfolio
2.74%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$889 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$744 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$454 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$452 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$278 Million0.02% of portfolio