Castleview Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Castleview Partners, LLC holds 2,785 shares of SDVY stock, worth $104,103. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,785
Previous 2,037 36.72%
Holding current value
$104,103
Previous $73,000 35.62%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Jan 21, 2025
BUY
$35.45 - $40.33 $26,516 - $30,166
748 Added 36.72%
2,785 $99,000
Q2 2024

Jul 31, 2024
BUY
$32.33 - $34.91 $60,780 - $65,630
1,880 Added 1197.45%
2,037 $67,000
Q1 2024

May 09, 2024
BUY
$31.21 - $34.82 $4,899 - $5,466
157 New
157 $5,000

Others Institutions Holding SDVY

# of Institutions
443
Shares Held
139M
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 Castleview Partners, LLC Portfolio

Follow Castleview Partners, 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 Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email