Barry Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Barry Investment Advisors, LLC

  • $392 Million
  • Q2 2025

A detailed history of Barry Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Barry Investment Advisors, LLC holds 20,368 shares of SDVY stock, worth $763,800. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,368
Previous 19,026 7.05%
Holding current value
$763,800
Previous $637,000 12.72%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Jul 16, 2025
BUY
$29.52 - $35.31 $39,615 - $47,386
1,342 Added 7.05%
20,368 $718,000
Q1 2025

Apr 30, 2025
BUY
$32.49 - $37.99 $228,729 - $267,449
7,040 Added 58.74%
19,026 $637,000
Q4 2024

Jan 22, 2025
BUY
$35.45 - $40.33 $23,148 - $26,335
653 Added 5.76%
11,986 $429,000
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $111,271 - $125,039
3,408 Added 43.0%
11,333 $412,000
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $256,215 - $276,661
7,925 New
7,925 $264,000

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
185M
Call Options Held
0
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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