Gunn & CO Investment Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History
Gunn & CO Investment Management, Inc.
- $145 Billion
- Q3 2024
A detailed history of Gunn & CO Investment Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gunn & CO Investment Management, Inc. holds 109,725 shares of SDVY stock, worth $4.05 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
109,725
Previous 971,517
88.71%
Holding current value
$4.05 Million
Previous $32.4 Million
12209.29%
% of portfolio
2.74%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
469Shares Held
159MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$811 Million0.33% of portfolio
-
Morgan Stanley New York, NY15MShares$553 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$393 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$390 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$223 Million0.05% of portfolio