Calton & Associates, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Calton & Associates, Inc.

  • $412 Million
  • Q1 2025

A detailed history of Calton & Associates, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Calton & Associates, Inc. holds 12,750 shares of SDVY stock, worth $458,362. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,750
Previous 49,896 74.45%
Holding current value
$458,362
Previous $1.67 Million 74.45%
% of portfolio
0.1%
Previous 0.21%

Shares

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

May 15, 2025
SELL
$32.49 - $37.99 $1.21 Million - $1.41 Million
-37,146 Reduced 74.45%
12,750 $427,000
Q1 2025

May 05, 2025
BUY
$32.49 - $37.99 $1.42 Million - $1.65 Million
43,555 Added 686.88%
49,896 $1.67 Million
Q4 2024

Jan 23, 2025
BUY
$35.45 - $40.33 $224,788 - $255,732
6,341 New
6,341 $227,000
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $205,004 - $221,364
6,341 New
6,341 $211,000
Q2 2022

Jul 12, 2022
SELL
$23.62 - $28.23 $178,803 - $213,701
-7,570 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$27.17 - $30.89 $205,676 - $233,837
7,570 New
7,570 $210,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
187M
Call Options Held
10.7K
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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