Kerntke Otto Mc Glone Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 30,994 shares of SDVY stock, worth $1.16 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
30,994
Previous 29,241 6.0%
Holding current value
$1.16 Million
Previous $976,000 15.47%
% of portfolio
0.95%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $57,235 - $64,317
1,753 Added 6.0%
30,994 $1.13 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $42,158 - $45,522
1,304 Added 4.67%
29,241 $976,000
Q1 2024

May 10, 2024
BUY
$31.21 - $34.82 $871,913 - $972,766
27,937 New
27,937 $972,000

Others Institutions Holding SDVY

# of Institutions
443
Shares Held
139M
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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