Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History

Coppell Advisory Solutions LLC

$680 Billion
Q3 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 3,738 shares of SDVY stock, worth $142,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,738

Previous 24,534 84.76%

Holding current value

$142,230

Previous $819 Million 83.45%

% of portfolio

0.02%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$32.65 - $36.69 $678,989 - $763,005	-20,796 Reduced 84.76%	3,738 $136 Million
Q2 2024 Aug 15, 2024	BUY	$32.33 - $34.91 $792,602 - $855,853	24,516 Added 136200.0%	24,534 $819 Million
Q4 2023 Feb 14, 2024	SELL	$26.48 - $33.23 $64,955 - $81,513	-2,453 Reduced 99.27%	18 $590,000
Q3 2023 Nov 14, 2023	BUY	$27.7 - $30.38 $67,948 - $74,522	2,453 Added 13627.78%	2,471 $64.4 Million
Q2 2023 Aug 17, 2023	BUY	$24.91 - $28.31 $448 - $509	18 New	18 $508,000
Q1 2023 May 19, 2023	SELL	$25.54 - $29.71 $63,109 - $73,413	-2,471 Closed	0 $0
Q4 2022 May 19, 2023	BUY	$23.78 - $27.72 $58,760 - $68,496	2,471 New	2,471 $64.4 Million

Others Institutions Holding SDVY

# of Institutions

403

Shares Held

132M

Call Options Held

6.7K

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Coppell Advisory Solutions LLC First Tr ETF Vi Smid Cap Risin Transaction History