Winebrenner Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Winebrenner Capital Management LLC
- $111 Billion
- Q1 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 20,122 shares of SDVY stock, worth $733,849. This represents 0.61% of its overall portfolio holdings.
Number of Shares
20,122
Previous 19,293
4.3%
Holding current value
$733,849
Previous $692 Million
2.54%
% of portfolio
0.61%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
498Shares Held
188MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$852 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$710 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$483 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$456 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$285 Million0.02% of portfolio