L.M. Kohn & Company First Tr ETF Vi Smid Cap Risin Transaction History
L.M. Kohn & Company
- $378 Million
- Q4 2024
A detailed history of L.M. Kohn & Company transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, L.M. Kohn & Company holds 8,410 shares of SDVY stock, worth $284,005. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,410
Previous 6,313
33.22%
Holding current value
$284,005
Previous $229,000
31.44%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SDVY
# of Institutions
507Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$741 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$633 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$430 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$359 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$240 Million0.02% of portfolio