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 $2.88 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
85,610
Previous 80,235
6.7%
Holding current value
$2.88 Million
Previous $2.92 Million
5.17%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$737 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$629 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$428 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$357 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$239 Million0.02% of portfolio