Ballew Advisors, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Ballew Advisors, Inc

  • $161 Million
  • Q2 2025

A detailed history of Ballew Advisors, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ballew Advisors, Inc holds 28,320 shares of SDVY stock, worth $1.03 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
28,320
Previous 26,062 8.66%
Holding current value
$1.03 Million
Previous $873,000 14.43%
% of portfolio
0.62%
Previous 0.58%

Shares

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

Jul 08, 2025
BUY
$29.52 - $35.31 $66,656 - $79,729
2,258 Added 8.66%
28,320 $999,000
Q1 2025

Apr 16, 2025
BUY
$32.49 - $37.99 $162,450 - $189,950
5,000 Added 23.74%
26,062 $873,000
Q4 2024

Jan 15, 2025
BUY
$35.45 - $40.33 $151,761 - $172,652
4,281 Added 25.51%
21,062 $755,000
Q3 2024

Oct 10, 2024
BUY
$32.65 - $36.69 $547,899 - $615,694
16,781 New
16,781 $610,000

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
187M
Call Options Held
10.7K
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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