Triumph Capital Management First Tr ETF Vi Smid Cap Risin Transaction History
Triumph Capital Management
- $270 Million
- Q4 2024
A detailed history of Triumph Capital Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Triumph Capital Management holds 213,329 shares of SDVY stock, worth $7.33 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
213,329
Previous 187,209
13.95%
Holding current value
$7.33 Million
Previous $6.81 Million
12.29%
% of portfolio
2.83%
Previous 2.61%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
511Shares Held
174MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$753 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$643 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$437 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$365 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$244 Million0.02% of portfolio