A detailed history of Ethos Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ethos Financial Group, LLC holds 11,843 shares of SDVY stock, worth $432,861. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,843
Previous 11,816 0.23%
Holding current value
$432,861
Previous $394,000 9.14%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 07, 2024

BUY
$32.65 - $36.69 $881 - $990
27 Added 0.23%
11,843 $430,000
Q2 2024

Aug 12, 2024

BUY
$32.33 - $34.91 $309,624 - $334,333
9,577 Added 427.74%
11,816 $394,000
Q1 2024

May 08, 2024

BUY
$31.21 - $34.82 $69,879 - $77,961
2,239 New
2,239 $334,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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