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

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024

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 28,301 shares of SDVY stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,301
Previous 30,462 7.09%
Holding current value
$1.01 Million
Previous $1.02 Million 1.28%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
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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