Beacon Financial Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 15,808 shares of SDVY stock, worth $559,603. This represents 0.21% of its overall portfolio holdings.

Number of Shares
15,808
Previous 14,377 9.95%
Holding current value
$559,603
Previous $479,000 20.04%
% of portfolio
0.21%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.69 $46,722 - $52,503
1,431 Added 9.95%
15,808 $575,000
Q2 2024

Jul 26, 2024
BUY
$32.33 - $34.91 $464,808 - $501,901
14,377 New
14,377 $479,000

Others Institutions Holding SDVY

# of Institutions
407
Shares Held
133M
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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