Tmd Wealth Management, LLC / SDVY
Tmd Wealth Management, LLC’s First Tr Exchange Traded Fd Position
Does Tmd Wealth Management, LLC own First Tr Exchange Traded Fd (SDVY)? Yes — 327.5K shares worth $11M (+2.40% of its 13F portfolio) as of Q2 2024, up from 214.3K shares the prior filed quarter.
Position Value
$11M
Q2 2024
Shares
327.5K
% of Portfolio
+2.40%
Quarters Held
2
currently held
Position History SDVY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of SDVY.