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

L.M. Kohn & Company

$353 Million
Q1 2024

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 12,916 shares of SDVY stock, worth $427,261. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,916

Holding current value

$427,261

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

308

Shares Held

90.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

13.3M
Shares

$438 Million
0.25% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$346 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

7.36M
Shares

$244 Million
0.06% of portfolio
Ubs Group Ag

3.84M
Shares

$127 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.74M
Shares

$124 Million
0.01% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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