Kmg Fiduciary Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Kmg Fiduciary Partners, LLC
- $1.45 Billion
- Q3 2025
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 113,302 shares of SDVY stock, worth $4.13 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
113,302
Previous 111,593
1.53%
Holding current value
$4.13 Million
Previous $3.94 Million
9.4%
% of portfolio
0.3%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
493Shares Held
185MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$858 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$719 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$438 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$437 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$269 Million0.02% of portfolio