A detailed history of Creative Financial Designs Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Creative Financial Designs Inc holds 44,698 shares of SDVY stock, worth $1.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
44,698
Previous 27,929 60.04%
Holding current value
$1.6 Million
Previous $932,000 74.46%
% of portfolio
0.14%
Previous 0.08%

Shares

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

Oct 28, 2024

BUY
$32.65 - $36.69 $547,507 - $615,254
16,769 Added 60.04%
44,698 $1.63 Million
Q2 2024

Aug 06, 2024

SELL
$32.33 - $34.91 $58,420 - $63,082
-1,807 Reduced 6.08%
27,929 $932,000
Q1 2024

May 01, 2024

BUY
$31.21 - $34.82 $779,937 - $870,151
24,990 Added 526.55%
29,736 $1.04 Million
Q4 2023

Jan 10, 2024

SELL
$26.48 - $33.23 $19,648 - $24,656
-742 Reduced 13.52%
4,746 $155,000
Q3 2023

Nov 14, 2023

SELL
$27.7 - $30.38 $4,404 - $4,830
-159 Reduced 2.82%
5,488 $154,000
Q2 2023

Jul 26, 2023

BUY
$24.91 - $28.31 $871 - $990
35 Added 0.62%
5,647 $159,000
Q1 2023

Apr 25, 2023

SELL
$25.54 - $29.71 $29,932 - $34,820
-1,172 Reduced 17.28%
5,612 $149,000
Q4 2022

Feb 01, 2023

SELL
$23.78 - $27.72 $30,533 - $35,592
-1,284 Reduced 15.91%
6,784 $176,000
Q3 2022

Nov 01, 2022

SELL
$23.0 - $27.75 $4,738 - $5,716
-206 Reduced 2.49%
8,068 $187,000
Q2 2022

Aug 01, 2022

BUY
$23.62 - $28.23 $195,431 - $233,575
8,274 New
8,274 $198,000

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 Creative Financial Designs Inc Portfolio

Follow Creative Financial Designs Inc 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 Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.