Vital Stone Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vital Stone Financial, LLC holds 12,060 shares of SDVY stock, worth $405,216. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,060

Previous 17,185 29.82%

Holding current value

$405,216

Previous $573,000 23.56%

% of portfolio

0.31%

Previous 0.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	SELL	$32.65 - $36.69 $167,331 - $188,036	-5,125 Reduced 29.82%	12,060 $438,000
Q2 2024 Aug 07, 2024	BUY	$32.33 - $34.91 $78,432 - $84,691	2,426 Added 16.44%	17,185 $573,000
Q1 2024 May 06, 2024	BUY	$31.21 - $34.82 $423,738 - $472,751	13,577 Added 1148.65%	14,759 $514,000
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $31,299 - $39,277	1,182 New	1,182 $39,000

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Vital Stone Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History