Brookstone Capital Management First Tr ETF Vi Smid Cap Risin Transaction History

Brookstone Capital Management

  • $6.07 Billion
  • Q1 2025

A detailed history of Brookstone Capital Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Brookstone Capital Management holds 61,363 shares of SDVY stock, worth $1.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
61,363
Previous 40,673 50.87%
Holding current value
$1.99 Million
Previous $1.46 Million 40.95%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$32.49 - $37.99 $672,218 - $786,013
20,690 Added 50.87%
61,363 $2.06 Million
Q4 2024

Jan 13, 2025
BUY
$35.45 - $40.33 $611,477 - $695,652
17,249 Added 73.64%
40,673 $1.46 Million
Q3 2024

Oct 08, 2024
BUY
$32.65 - $36.69 $764,793 - $859,426
23,424 New
23,424 $852,000
Q4 2023

Jan 11, 2024
BUY
$26.48 - $33.23 $606,868 - $761,565
22,918 New
22,918 $751,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
Call Options Held
4K
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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