Saxony Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Saxony Capital Management, LLC
- $109 Million
- Q1 2025
A detailed history of Saxony Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Saxony Capital Management, LLC holds 6,145 shares of SDVY stock, worth $199,773. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,145
Previous 6,143
0.03%
Holding current value
$199,773
Previous $220 Million
99.91%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
176MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$713 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$609 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$414 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$346 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$231 Million0.02% of portfolio