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

Brookstone Capital Management

  • $5.98 Billion
  • Q4 2024

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 40,673 shares of SDVY stock, worth $1.54 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,673
Previous 23,424 73.64%
Holding current value
$1.54 Million
Previous $852,000 71.13%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
426
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
Track This Portfolio

Track Brookstone Capital Management Portfolio

Follow Brookstone Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookstone Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Brookstone Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email