Winebrenner Capital Management LLC First Tr ETF Vi Smid Cap Risin Transaction History
Winebrenner Capital Management LLC
- $139 Billion
- Q3 2025
A detailed history of Winebrenner Capital Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Winebrenner Capital Management LLC holds 28,156 shares of SDVY stock, worth $1.06 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
28,156
Previous 20,272
38.89%
Holding current value
$1.06 Million
Previous $715 Million
49.68%
% of portfolio
0.77%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding SDVY
# of Institutions
514Shares Held
191MCall 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