Objective Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Objective Capital Management, LLC
- $83.9 Million
- Q2 2025
A detailed history of Objective Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Objective Capital Management, LLC holds 15,182 shares of SDVY stock, worth $577,219. This represents 0.64% of its overall portfolio holdings.
Number of Shares
15,182
Previous 12,548
20.99%
Holding current value
$577,219
Previous $420,000
27.38%
% of portfolio
0.64%
Previous 0.55%
Shares
14 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$895 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$750 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$457 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$455 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$280 Million0.02% of portfolio