A detailed history of Allworth Financial LP transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Allworth Financial LP holds 10,078 shares of SDVY stock, worth $361,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,078
Previous 10,130 0.51%
Holding current value
$361,094
Previous $338,000 8.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$32.65 - $36.69 $1,697 - $1,907
-52 Reduced 0.51%
10,078 $366,000
Q2 2024

Jul 23, 2024

SELL
$32.33 - $34.91 $110,212 - $119,008
-3,409 Reduced 25.18%
10,130 $338,000
Q1 2024

Apr 25, 2024

BUY
$31.21 - $34.82 $64,916 - $72,425
2,080 Added 18.15%
13,539 $471,000
Q4 2023

Jan 24, 2024

SELL
$26.48 - $33.23 $344 - $431
-13 Reduced 0.11%
11,459 $375,000
Q2 2023

Jul 18, 2023

SELL
$24.91 - $28.31 $9,515 - $10,814
-382 Reduced 3.22%
11,472 $324,000
Q1 2023

Apr 18, 2023

SELL
$25.54 - $29.71 $123,613 - $143,796
-4,840 Reduced 28.99%
11,854 $315,000
Q4 2022

Jan 13, 2023

SELL
$23.78 - $27.72 $4.73 Million - $5.51 Million
-198,822 Reduced 92.25%
16,694 $0
Q3 2022

Oct 18, 2022

BUY
$23.0 - $27.75 $4.96 Million - $5.98 Million
215,516 New
215,516 $4.99 Million

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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