Cottonwood Capital Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cottonwood Capital Advisors, LLC

  • $128 Million
  • Q3 2024

A detailed history of Cottonwood Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 11,035 shares of SDVY stock, worth $395,384. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,035
Previous 11,718 5.83%
Holding current value
$395,384
Previous $391,000 2.56%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Nov 04, 2024
SELL
$32.65 - $36.69 $22,299 - $25,059
-683 Reduced 5.83%
11,035 $401,000
Q2 2024

Jul 16, 2024
SELL
$32.33 - $34.91 $7,662 - $8,273
-237 Reduced 1.98%
11,718 $391,000
Q1 2024

Apr 26, 2024
BUY
$31.21 - $34.82 $19,100 - $21,309
612 Added 5.4%
11,955 $416,000
Q4 2023

Feb 09, 2024
BUY
$26.48 - $33.23 $26,241 - $32,930
991 Added 9.57%
11,343 $371,000
Q3 2023

Nov 03, 2023
SELL
$27.7 - $30.38 $15,262 - $16,739
-551 Reduced 5.05%
10,352 $292,000
Q2 2023

Aug 04, 2023
SELL
$24.91 - $28.31 $8,743 - $9,936
-351 Reduced 3.12%
10,903 $308,000
Q1 2023

May 05, 2023
BUY
$25.54 - $29.71 $13,127 - $15,270
514 Added 4.79%
11,254 $299,000
Q4 2022

Feb 06, 2023
BUY
$23.78 - $27.72 $570 - $665
24 Added 0.22%
10,740 $279,000
Q3 2022

Nov 01, 2022
BUY
$23.0 - $27.75 $246,468 - $297,369
10,716 New
10,716 $248,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
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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