Cornerstone Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 16,644 shares of SDVY stock, worth $633,969. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,644
Previous 16,635 0.05%
Holding current value
$633,969
Previous $555,000 9.01%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 16, 2024
BUY
$32.65 - $36.69 $293 - $330
9 Added 0.05%
16,644 $605,000
Q2 2024

Jul 16, 2024
SELL
$32.33 - $34.91 $15,712 - $16,966
-486 Reduced 2.84%
16,635 $555,000
Q1 2024

Apr 19, 2024
BUY
$31.21 - $34.82 $185,075 - $206,482
5,930 Added 52.99%
17,121 $596,000
Q4 2023

Jan 10, 2024
BUY
$26.48 - $33.23 $35,827 - $44,960
1,353 Added 13.75%
11,191 $366,000
Q3 2023

Nov 06, 2023
BUY
$27.7 - $30.38 $138 - $151
5 Added 0.05%
9,838 $277,000
Q2 2023

Jul 14, 2023
SELL
$24.91 - $28.31 $32,208 - $36,604
-1,293 Reduced 11.62%
9,833 $278,000
Q1 2023

May 15, 2023
SELL
$25.54 - $29.71 $1,992 - $2,317
-78 Reduced 0.7%
11,126 $296,000
Q3 2022

Oct 14, 2022
BUY
$23.0 - $27.75 $92 - $111
4 Added 0.04%
11,204 $259,000
Q2 2022

Aug 04, 2022
BUY
$23.62 - $28.23 $9,211 - $11,009
390 Added 3.61%
11,200 $267,000
Q1 2022

Apr 21, 2022
BUY
$27.17 - $30.89 $9,536 - $10,842
351 Added 3.36%
10,810 $301,000
Q4 2021

Feb 14, 2022
BUY
$28.58 - $30.81 $80,709 - $87,007
2,824 Added 36.99%
10,459 $315,000
Q3 2021

Nov 12, 2021
BUY
$27.62 - $30.12 $210,878 - $229,966
7,635 New
7,635 $216,000

Others Institutions Holding SDVY

# of Institutions
403
Shares Held
132M
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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