Capital Advantage, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Capital Advantage, Inc.

  • $547 Million
  • Q4 2024

A detailed history of Capital Advantage, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Advantage, Inc. holds 41,358 shares of SDVY stock, worth $1.38 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
41,358
Previous 36,114 14.52%
Holding current value
$1.38 Million
Previous $1.31 Million 12.87%
% of portfolio
0.27%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $185,899 - $211,490
5,244 Added 14.52%
41,358 $1.48 Million
Q3 2024

Nov 07, 2024
BUY
$32.65 - $36.69 $428,139 - $481,115
13,113 Added 57.01%
36,114 $1.31 Million
Q2 2024

Jul 11, 2024
BUY
$32.33 - $34.91 $182,826 - $197,416
5,655 Added 32.6%
23,001 $767,000
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $541,368 - $603,987
17,346 New
17,346 $603,000

Others Institutions Holding SDVY

# of Institutions
510
Shares Held
173M
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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