Kovitz Investment Group Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 341,794 shares of SDVY stock, worth $11.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
341,794
Previous 341,794 -0.0%
Holding current value
$11.6 Million
Previous $12.3 Million -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$35.45 - $40.33 $35,485 - $40,370
1,001 Added 0.29%
341,794 $12.3 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $11.1 Million - $12.5 Million
340,793 New
340,793 $12.4 Million

Others Institutions Holding SDVY

# of Institutions
508
Shares Held
173M
Call Options Held
4K
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email