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

Capital Advantage, Inc.

  • $520 Million
  • Q3 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 36,114 shares of SDVY stock, worth $1.29 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
36,114
Previous 23,001 57.01%
Holding current value
$1.29 Million
Previous $767,000 71.19%
% of portfolio
0.25%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
133M
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 Capital Advantage, Inc. Portfolio

Follow Capital Advantage, Inc. 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 Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email