Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Jacobi Capital Management LLC

  • $1.29 Billion
  • Q3 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 8,216 shares of SDVY stock, worth $290,846. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,216
Previous 7,124 15.33%
Holding current value
$290,846
Previous $237,000 25.74%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $35,653 - $40,065
1,092 Added 15.33%
8,216 $298,000
Q2 2024

Aug 09, 2024
BUY
$32.33 - $34.91 $230,318 - $248,698
7,124 New
7,124 $237,000

Others Institutions Holding SDVY

# of Institutions
407
Shares Held
133M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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