A detailed history of Capasso Planning Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,933 shares of SDVY stock, worth $320,069. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,933
Previous 8,061 10.82%
Holding current value
$320,069
Previous $269,000 20.45%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 02, 2024

BUY
$32.65 - $36.69 $28,470 - $31,993
872 Added 10.82%
8,933 $324,000
Q1 2024

Apr 23, 2024

BUY
$31.21 - $34.82 $251,583 - $280,684
8,061 New
8,061 $280,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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