Marshall Investment Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Marshall Investment Management, LLC

  • $189 Billion
  • Q3 2025

A detailed history of Marshall Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Marshall Investment Management, LLC holds 42,097 shares of SDVY stock, worth $1.58 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
42,097
Holding current value
$1.58 Million
% of portfolio
0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$35.42 - $38.65 $1.49 Million - $1.63 Million
42,097 New
42,097 $1.6 Billion
Q1 2025

May 07, 2025
BUY
$32.49 - $37.99 $21,378 - $24,997
658 Added 1.6%
41,830 $1.4 Billion
Q4 2024

Feb 03, 2025
BUY
$35.45 - $40.33 $1.46 Million - $1.66 Million
41,172 New
41,172 $1.5 Billion

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
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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