L.M. Kohn & Company First Tr ETF Vi Smid Cap Risin Transaction History

L.M. Kohn & Company

  • $373 Million
  • Q1 2025

A detailed history of L.M. Kohn & Company transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, L.M. Kohn & Company holds 9,723 shares of SDVY stock, worth $349,541. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,723
Previous 8,410 15.61%
Holding current value
$349,541
Previous $301,000 7.97%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$32.49 - $37.99 $42,659 - $49,880
1,313 Added 15.61%
9,723 $325,000
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $74,338 - $84,572
2,097 Added 33.22%
8,410 $301,000
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $206,119 - $231,623
6,313 New
6,313 $229,000
Q1 2024

Apr 25, 2024
BUY
$31.21 - $34.82 $403,108 - $449,735
12,916 New
12,916 $449,000

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
187M
Call Options Held
10.7K
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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