Jacobi Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
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 49,682 shares of SDVY stock, worth $1.86 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
49,682
Previous 48,440
2.56%
Holding current value
$1.86 Million
Previous $1.71 Million
10.54%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SDVY
# of Institutions
515Shares Held
192MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC23.8MShares$891 Million0.28% of portfolio
-
Morgan Stanley New York, NY17.8MShares$668 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.8MShares$482 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$470 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC7.98MShares$299 Million0.02% of portfolio