Cary Street Partners Investment Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.33 Billion
  • Q1 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 12,885 shares of SDVY stock, worth $426,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,885
Previous 10,600 21.56%
Holding current value
$426,235
Previous $347,000 29.11%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$31.21 - $34.82 $71,314 - $79,563
2,285 Added 21.56%
12,885 $448,000
Q4 2023

Feb 07, 2024
BUY
$26.48 - $33.23 $280,688 - $352,237
10,600 New
10,600 $347,000

Others Institutions Holding SDVY

# of Institutions
308
Shares Held
90.1M
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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