Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
A detailed history of Jacobi Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Jacobi Capital Management LLC holds 8,216 shares of SDVY stock, worth $294,379. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,216
Previous 7,124
15.33%
Holding current value
$294,379
Previous $237,000
25.74%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
404Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$644 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$536 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$378 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$216 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$207 Million0.02% of portfolio