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

Ballew Advisors, Inc

  • $151 Million
  • Q1 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 26,062 shares of SDVY stock, worth $844,930. This represents 0.58% of its overall portfolio holdings.

Number of Shares
26,062
Previous 21,062 23.74%
Holding current value
$844,930
Previous $755,000 15.63%
% of portfolio
0.58%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
509
Shares Held
175M
Call Options Held
4K
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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