Clear Creek Financial Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Clear Creek Financial Management, LLC

  • $962 Million
  • Q2 2025

A detailed history of Clear Creek Financial Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 28,224 shares of SDVY stock, worth $1.06 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
28,224
Previous 27,833 1.4%
Holding current value
$1.06 Million
Previous $932,000 6.76%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$29.52 - $35.31 $11,542 - $13,806
391 Added 1.4%
28,224 $995,000
Q1 2025

Apr 25, 2025
BUY
$32.49 - $37.99 $533,290 - $623,567
16,414 Added 143.74%
27,833 $932,000
Q4 2024

Jan 23, 2025
BUY
$35.45 - $40.33 $20,348 - $23,149
574 Added 5.29%
11,419 $409,000
Q3 2024

Oct 29, 2024
BUY
$32.65 - $36.69 $354,089 - $397,903
10,845 New
10,845 $394,000

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
Call Options Held
0
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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