Claris Financial LLC First Tr ETF Vi Smid Cap Risin Transaction History

Claris Financial LLC

  • $119 Million
  • Q2 2025

A detailed history of Claris Financial LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Claris Financial LLC holds 20,967 shares of SDVY stock, worth $786,262. This represents 0.62% of its overall portfolio holdings.

Number of Shares
20,967
Previous 14,931 40.43%
Holding current value
$786,262
Previous $500,000 47.8%
% of portfolio
0.62%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 26, 2025
BUY
$29.52 - $35.31 $178,182 - $213,131
6,036 Added 40.43%
20,967 $739,000
Q4 2024

Jun 16, 2025
BUY
$35.45 - $40.33 $529,303 - $602,167
14,931 New
14,931 $535 Million

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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