Convergence Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Convergence Financial, LLC

  • $471 Billion
  • Q3 2024

A detailed history of Convergence Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Convergence Financial, LLC holds 18,355 shares of SDVY stock, worth $664,634. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,355
Previous 18,527 0.93%
Holding current value
$664,634
Previous $618 Million 7.98%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 23, 2024
SELL
$32.65 - $36.69 $5,615 - $6,310
-172 Reduced 0.93%
18,355 $668 Million
Q2 2024

Oct 23, 2024
BUY
$32.33 - $34.91 $598,977 - $646,777
18,527 New
18,527 $618 Million

Others Institutions Holding SDVY

# of Institutions
365
Shares Held
115M
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
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, 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 Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email