Kmg Fiduciary Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 85,610 shares of SDVY stock, worth $3.2 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
85,610
Previous 80,235
6.7%
Holding current value
$3.2 Million
Previous $2.92 Million
5.17%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
443Shares Held
139MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$672 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$559 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$395 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$225 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$216 Million0.02% of portfolio