Presidio Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Presidio Capital Management, LLC
- $258 Million
- Q2 2025
A detailed history of Presidio Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Presidio Capital Management, LLC holds 8,848 shares of SDVY stock, worth $334,012. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,848
Previous 7,438
18.96%
Holding current value
$334,012
Previous $248,000
25.81%
% of portfolio
0.12%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
494Shares Held
186MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.5MShares$889 Million0.29% of portfolio
-
Morgan Stanley New York, NY19.7MShares$744 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$454 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA12MShares$452 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$278 Million0.02% of portfolio