Keel Point, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Keel Point, LLC

$1.12 Billion
Q2 2024

A detailed history of Keel Point, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Keel Point, LLC holds 46,441 shares of SDVY stock, worth $1.68 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

46,441

Holding current value

$1.68 Million

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $1.5 Million - $1.62 Million	46,441 New	46,441 $1.55 Million

Others Institutions Holding SDVY

# of Institutions

365

Shares Held

115M

Call Options Held

Put Options Held

1.1K

Lpl Financial LLC Fort Mill, SC

15.4M
Shares

$556 Million
0.26% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$451 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

8.99M
Shares

$325 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.9M
Shares

$177 Million
0.01% of portfolio
Ubs Group Ag

4.66M
Shares

$169 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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