Atria Investments LLC First Tr ETF Vi Smid Cap Risin Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

A detailed history of Atria Investments LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Atria Investments LLC holds 472,676 shares of SDVY stock, worth $15.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

472,676

Previous 448,080 5.49%

Holding current value

$15.8 Million

Previous $16.3 Million 3.95%

% of portfolio

0.23%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$35.45 - $40.33 $871,928 - $991,956	24,596 Added 5.49%	472,676 $16.9 Million
Q3 2024 Nov 01, 2024	BUY	$32.65 - $36.69 $589,495 - $662,437	18,055 Added 4.2%	448,080 $16.3 Million
Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $6.37 Million - $6.88 Million	197,164 Added 84.67%	430,025 $14.4 Million
Q1 2024 May 21, 2024	BUY	$31.21 - $34.82 $7.27 Million - $8.11 Million	232,861 New	232,861 $8.11 Million
Q3 2023 Nov 07, 2023	SELL	$27.7 - $30.38 $360,792 - $395,699	-13,025 Reduced 26.19%	36,714 $1.04 Million
Q2 2023 Aug 04, 2023	BUY	$24.91 - $28.31 $1.24 Million - $1.41 Million	49,739 New	49,739 $1.41 Million
Q4 2022 Jan 31, 2023	BUY	$23.78 - $27.72 $973,172 - $1.13 Million	40,924 New	40,924 $1.07 Million
Q2 2022 Aug 11, 2022	BUY	$23.62 - $28.23 $1.61 Million - $1.93 Million	68,227 New	68,227 $1.63 Million

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC First Tr ETF Vi Smid Cap Risin Transaction History