Capital Analysts, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Capital Analysts, LLC

  • $2.26 Billion
  • Q2 2024

A detailed history of Capital Analysts, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Analysts, LLC holds 15,669 shares of SDVY stock, worth $570,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,669
Previous 6,930 126.1%
Holding current value
$570,351
Previous $241,000 117.01%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $282,531 - $305,078
8,739 Added 126.1%
15,669 $523,000
Q1 2024

May 14, 2024
SELL
$31.21 - $34.82 $75,122 - $83,811
-2,407 Reduced 25.78%
6,930 $241,000
Q4 2023

Jan 30, 2024
SELL
$26.48 - $33.23 $12,154 - $15,252
-459 Reduced 4.69%
9,337 $306,000
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $32,935 - $36,121
1,189 Added 13.81%
9,796 $277,000
Q2 2023

Aug 11, 2023
SELL
$24.91 - $28.31 $7,298 - $8,294
-293 Reduced 3.29%
8,607 $244,000
Q1 2023

May 05, 2023
SELL
$25.54 - $29.71 $8,351 - $9,715
-327 Reduced 3.54%
8,900 $237,000
Q4 2022

Feb 08, 2023
BUY
$23.78 - $27.72 $77,237 - $90,034
3,248 Added 54.32%
9,227 $240,000
Q3 2022

Nov 14, 2022
BUY
$23.0 - $27.75 $69,276 - $83,583
3,012 Added 101.52%
5,979 $138,000
Q2 2022

Aug 12, 2022
BUY
$23.62 - $28.23 $33,044 - $39,493
1,399 Added 89.22%
2,967 $71,000
Q1 2022

May 12, 2022
BUY
$27.17 - $30.89 $42,602 - $48,435
1,568 New
1,568 $44,000

Others Institutions Holding SDVY

# of Institutions
344
Shares Held
112M
Call Options Held
0
Put Options Held
1.1K
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 Analysts, LLC Portfolio

Follow Capital Analysts, LLC 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 Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email