Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Team Financial Group, LLC holds 49,485 shares of SDVY stock, worth $1.87 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

49,485

Previous 59,237 16.46%

Holding current value

$1.87 Million

Previous $2.16 Billion 17.68%

% of portfolio

1.02%

Previous 1.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$35.45 - $40.33 $345,708 - $393,298	-9,752 Reduced 16.46%	49,485 $1.77 Billion
Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $43,163 - $48,504	1,322 Added 2.28%	59,237 $2.16 Billion
Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $1.1 Million - $1.19 Million	33,954 Added 141.71%	57,915 $1.93 Billion
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $747,822 - $834,322	23,961 New	23,961 $834 Million

Others Institutions Holding SDVY

# of Institutions

420

Shares Held

136M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History