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

L.M. Kohn & Company

  • $378 Million
  • Q4 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 8,410 shares of SDVY stock, worth $314,365. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,410
Previous 6,313 33.22%
Holding current value
$314,365
Previous $229,000 31.44%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
443
Shares Held
139M
Call Options Held
6.7K
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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