Golden State Equity Partners First Tr ETF Vi Smid Cap Risin Transaction History

Golden State Equity Partners

  • $182 Million
  • Q3 2024

A detailed history of Golden State Equity Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Equity Partners holds 166,824 shares of SDVY stock, worth $6.43 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares
166,824
Previous 132,503 25.9%
Holding current value
$6.43 Million
Previous $4.82 Million 25.91%
% of portfolio
3.34%
Previous 1.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$32.65 - $36.69 $1.12 Million - $1.26 Million
34,321 Added 25.9%
166,824 $6.07 Million
Q3 2024

Oct 25, 2024
SELL
$32.65 - $36.69 $270,766 - $304,270
-8,293 Reduced 5.89%
132,503 $4.82 Million
Q2 2024

Jul 29, 2024
BUY
$32.33 - $34.91 $4.55 Million - $4.92 Million
140,796 New
140,796 $4.7 Million

Others Institutions Holding SDVY

# of Institutions
378
Shares Held
117M
Call Options Held
0
Put Options Held
1.1K
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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