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

Calton & Associates, Inc.

  • $211 Million
  • Q4 2024

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 6,341 shares of SDVY stock, worth $206,145. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,341
Holding current value
$206,145
% of portfolio
0.11%

Shares

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