Commonwealth Financial Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024

A detailed history of Commonwealth Financial Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 21,681 shares of SDVY stock, worth $796,559. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,681
Previous 18,833 15.12%
Holding current value
$796,559
Previous $677 Million 14.77%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$35.45 - $40.33 $100,961 - $114,859
2,848 Added 15.12%
21,681 $777 Million
Q3 2024

Oct 22, 2024
BUY
$32.65 - $36.69 $34,772 - $39,074
1,065 Added 5.99%
18,833 $677 Million
Q2 2024

Aug 13, 2024
BUY
$32.33 - $34.91 $574,439 - $620,280
17,768 New
17,768 $583 Million

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
Call Options Held
6.7K
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
Track This Portfolio

Track Commonwealth Financial Services, LLC Portfolio

Follow Commonwealth Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email