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

Barry Investment Advisors, LLC

  • $304 Million
  • Q4 2024

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 11,986 shares of SDVY stock, worth $453,670. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,986
Previous 11,333 5.76%
Holding current value
$453,670
Previous $412,000 4.13%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
420
Shares Held
136M
Call Options Held
6.7K
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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