Belpointe Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Belpointe Asset Management LLC holds 28,879 shares of SDVY stock, worth $1.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
28,879
Previous 27,044 6.79%
Holding current value
$1.08 Million
Previous $905,000 12.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 22, 2025
BUY
$29.52 - $35.31 $54,169 - $64,793
1,835 Added 6.79%
28,879 $1.02 Million
Q1 2025

May 20, 2025
SELL
$32.49 - $37.99 $67,189 - $78,563
-2,068 Reduced 7.1%
27,044 $905,000
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $28,749 - $32,707
811 Added 2.87%
29,112 $1.04 Million
Q3 2024

Nov 12, 2024
SELL
$32.65 - $36.69 $70,556 - $79,287
-2,161 Reduced 7.09%
28,301 $1.03 Million
Q2 2024

Aug 02, 2024
BUY
$32.33 - $34.91 $984,836 - $1.06 Million
30,462 New
30,462 $1.02 Million

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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