Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
A detailed history of Jacobi Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Jacobi Capital Management LLC holds 8,257 shares of SDVY stock, worth $275,701. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,257
Previous 8,216
0.5%
Holding current value
$275,701
Previous $298,000
0.67%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$732 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$625 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$425 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$355 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$237 Million0.02% of portfolio