A detailed history of Cottage Street Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottage Street Advisors LLC holds 16,054 shares of SDVY stock, worth $584,365. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,054
Holding current value
$584,365
% of portfolio
0.32%

Shares

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

Jul 23, 2024

BUY
$32.33 - $34.91 $519,025 - $560,445
16,054 New
16,054 $536 Million
Q4 2023

Jan 18, 2024

BUY
$26.48 - $33.23 $36,436 - $45,724
1,376 Added 11.27%
13,586 $445 Million
Q3 2023

Nov 06, 2023

BUY
$27.7 - $30.38 $53,544 - $58,724
1,933 Added 18.81%
12,210 $345 Million
Q2 2023

Jul 24, 2023

BUY
$24.91 - $28.31 $256,000 - $290,941
10,277 New
10,277 $291 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Cottage Street Advisors LLC Portfolio

Follow Cottage Street Advisors 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 Cottage Street Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cottage Street Advisors LLC with notifications on news.