A detailed history of Cresset Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cresset Asset Management, LLC holds 30,100 shares of SDVY stock, worth $995,708. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,100
Previous 27,148 10.87%
Holding current value
$995,708
Previous $889,000 17.89%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$31.21 - $34.82 $92,131 - $102,788
2,952 Added 10.87%
30,100 $1.05 Million
Q4 2023

Feb 14, 2024

BUY
$26.48 - $33.23 $280,820 - $352,404
10,605 Added 64.11%
27,148 $889,000
Q3 2023

Nov 14, 2023

BUY
$27.7 - $30.38 $458,241 - $502,576
16,543 New
16,543 $467,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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