Concorde Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Concorde Asset Management, LLC

  • $159 Million
  • Q2 2024

A detailed history of Concorde Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concorde Asset Management, LLC holds 104,563 shares of SDVY stock, worth $3.76 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
104,563
Previous 169,636 38.36%
Holding current value
$3.76 Million
Previous $5.91 Million 40.91%
% of portfolio
2.19%
Previous 3.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$32.33 - $34.91 $2.1 Million - $2.27 Million
-65,073 Reduced 38.36%
104,563 $3.49 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $5.29 Million - $5.91 Million
169,636 New
169,636 $5.91 Million

Others Institutions Holding SDVY

# of Institutions
341
Shares Held
110M
Call Options Held
0
Put Options Held
1.1K
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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