Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Jacobi Capital Management LLC

  • $1.3 Billion
  • Q4 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 8,257 shares of SDVY stock, worth $303,362. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,257
Previous 8,216 0.5%
Holding current value
$303,362
Previous $298,000 0.67%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$35.45 - $40.33 $1,453 - $1,653
41 Added 0.5%
8,257 $296,000
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $35,653 - $40,065
1,092 Added 15.33%
8,216 $298,000
Q2 2024

Aug 09, 2024
BUY
$32.33 - $34.91 $230,318 - $248,698
7,124 New
7,124 $237,000

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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