Clear Point Advisors Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Clear Point Advisors Inc.

  • $117 Billion
  • Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Clear Point Advisors Inc. holds 17,902 shares of SDVY stock, worth $665,596. This represents 0.55% of its overall portfolio holdings.

Number of Shares
17,902
Previous 17,896 0.03%
Holding current value
$665,596
Previous $651 Million 1.43%
% of portfolio
0.55%
Previous 0.5%

Shares

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

Jan 31, 2025
BUY
$35.45 - $40.33 $212 - $241
6 Added 0.03%
17,902 $642 Million
Q3 2024

Nov 08, 2024
BUY
$32.65 - $36.69 $97 - $110
3 Added 0.02%
17,896 $651 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $193 - $209
6 Added 0.03%
17,893 $597 Million
Q1 2024

May 15, 2024
SELL
$31.21 - $34.82 $54,523 - $60,830
-1,747 Reduced 8.9%
17,887 $623 Million
Q4 2023

May 15, 2024
BUY
$26.48 - $33.23 $519,908 - $652,437
19,634 New
19,634 $643 Million

Others Institutions Holding SDVY

# of Institutions
449
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
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