Global Assets Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Global Assets Advisory, LLC

$181 Billion
Q4 2024

A detailed history of Global Assets Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Assets Advisory, LLC holds 15,048 shares of SDVY stock, worth $510,127. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,048

Previous 15,914 5.44%

Holding current value

$510,127

Previous $572 Million 5.99%

% of portfolio

0.3%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$35.45 - $40.33 $30,699 - $34,925	-866 Reduced 5.44%	15,048 $538 Million
Q3 2024 Oct 22, 2024	BUY	$32.65 - $36.69 $519,592 - $583,884	15,914 New	15,914 $572 Million
Q1 2024 Apr 12, 2024	BUY	$31.21 - $34.82 $16.7 Million - $18.6 Million	533,784 Added 3359.67%	549,672 $15.9 Million
Q3 2023 Oct 04, 2023	SELL	$27.7 - $30.38 $11,994 - $13,154	-433 Reduced 2.65%	15,888 $448,000
Q2 2023 Jul 21, 2023	SELL	$24.91 - $28.31 $7,473 - $8,493	-300 Reduced 1.8%	16,321 $462,000
Q4 2022 Jan 31, 2023	SELL	$23.78 - $27.72 $5,945 - $6,930	-250 Reduced 1.48%	16,621 $432,000
Q3 2022 Nov 10, 2022	BUY	$23.0 - $27.75 $388,033 - $468,170	16,871 New	16,871 $437,000

Others Institutions Holding SDVY

# of Institutions

510

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Global Assets Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History