Barrett & Company, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Barrett & Company, Inc.

  • $237 Billion
  • Q4 2024

A detailed history of Barrett & Company, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barrett & Company, Inc. holds 11,911 shares of SDVY stock, worth $394,611. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,911
Previous 11,909 0.02%
Holding current value
$394,611
Previous $433 Million 1.44%
% of portfolio
0.18%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$35.45 - $40.33 $70 - $80
2 Added 0.02%
11,911 $427 Million
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $261 - $293
8 Added 0.07%
11,909 $433 Million
Q2 2024

Jul 25, 2024
BUY
$32.33 - $34.91 $40,412 - $43,637
1,250 Added 11.74%
11,901 $397 Million
Q1 2024

Apr 17, 2024
BUY
$31.21 - $34.82 $51,652 - $57,627
1,655 Added 18.4%
10,651 $371 Million
Q4 2023

Jan 24, 2024
BUY
$26.48 - $33.23 $2,197 - $2,758
83 Added 0.93%
8,996 $295 Million
Q3 2023

Oct 23, 2023
BUY
$27.7 - $30.38 $9,418 - $10,329
340 Added 3.97%
8,913 $252 Million
Q2 2023

Jul 27, 2023
BUY
$24.91 - $28.31 $21,422 - $24,346
860 Added 11.15%
8,573 $243 Million
Q1 2023

May 11, 2023
BUY
$25.54 - $29.71 $196,990 - $229,153
7,713 New
7,713 $206 Million
Q4 2022

May 23, 2023
SELL
$23.78 - $27.72 $83,800 - $97,685
-3,524 Reduced 45.69%
4,189 $109 Million
Q3 2022

Jun 13, 2023
SELL
$23.0 - $27.75 $81,052 - $97,791
-3,524 Reduced 45.69%
4,189 $109 Million

Others Institutions Holding SDVY

# of Institutions
508
Shares Held
173M
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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