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 $3.88 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
109,725
Previous 971,517
88.71%
Holding current value
$3.88 Million
Previous $32.4 Million
12209.29%
% of portfolio
2.74%
Previous 1.92%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
407Shares Held
133MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$637 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$529 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$374 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$213 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$204 Million0.02% of portfolio