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 21,062 shares of SDVY stock, worth $791,720. This represents 0.5% of its overall portfolio holdings.

Number of Shares
21,062
Previous 16,781 25.51%
Holding current value
$791,720
Previous $610,000 23.77%
% of portfolio
0.5%
Previous 0.42%

Shares

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

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Ballew Advisors, Inc Portfolio

Follow Ballew Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballew Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballew Advisors, Inc with notifications on news.