Bank Of Montreal First Tr ETF Vi Smid Cap Risin Transaction History

Bank Of Montreal

$202 Billion
Q4 2024

A detailed history of Bank Of Montreal transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Bank Of Montreal holds 1,192 shares of SDVY stock, worth $44,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,192

Holding current value

$44,402

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $42,256 - $48,073	1,192 New	1,192 $42,000
Q4 2023 Feb 08, 2024	BUY	$26.48 - $33.23 $1,085 - $1,362	41 New	41 $1,000

Others Institutions Holding SDVY

# of Institutions

501

Shares Held

173M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$817 Million
0.33% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$698 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$474 Million
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10.6M
Shares

$396 Million
0.14% of portfolio
Bank Of America Corp Charlotte, NC

7.1M
Shares

$264 Million
0.02% of portfolio

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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