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

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 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 19,535 shares of SDVY stock, worth $744,088. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,535
Previous 13,985 39.69%
Holding current value
$744,088
Previous $466,000 52.36%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024
BUY
$32.65 - $36.69 $181,207 - $203,629
5,550 Added 39.69%
19,535 $710,000
Q2 2024

Jul 22, 2024
BUY
$32.33 - $34.91 $35,563 - $38,400
1,100 Added 8.54%
13,985 $466,000
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
403
Shares Held
132M
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
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More about SDVY
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