Winebrenner Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Winebrenner Capital Management LLC

  • $124 Billion
  • Q2 2025

A detailed history of Winebrenner Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Winebrenner Capital Management LLC holds 20,272 shares of SDVY stock, worth $760,200. This represents 0.58% of its overall portfolio holdings.

Number of Shares
20,272
Previous 20,122 0.75%
Holding current value
$760,200
Previous $674 Million 6.1%
% of portfolio
0.58%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$29.52 - $35.31 $4,428 - $5,296
150 Added 0.75%
20,272 $715 Million
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $26,934 - $31,493
829 Added 4.3%
20,122 $674 Million
Q4 2024

Feb 03, 2025
BUY
$35.45 - $40.33 $683,936 - $778,086
19,293 New
19,293 $692 Million

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
185M
Call Options Held
0
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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