Barnes Pettey Financial Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Barnes Pettey Financial Advisors, LLC

  • $128 Million
  • Q1 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 10,431 shares of SDVY stock, worth $339,111. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,431
Previous 9,903 5.33%
Holding current value
$339,111
Previous $355,000 1.69%
% of portfolio
0.27%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$32.49 - $37.99 $17,154 - $20,058
528 Added 5.33%
10,431 $349,000
Q4 2024

Jan 23, 2025
BUY
$35.45 - $40.33 $351,061 - $399,387
9,903 New
9,903 $355,000
Q4 2023

Feb 08, 2024
BUY
$26.48 - $33.23 $201,195 - $252,481
7,598 New
7,598 $248,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
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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