Cresset Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Cresset Asset Management, LLC

  • $25.6 Billion
  • Q3 2024

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 37,445 shares of SDVY stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,445
Previous 36,861 1.58%
Holding current value
$1.34 Million
Previous $1.23 Million 10.73%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$32.65 - $36.69 $19,067 - $21,426
584 Added 1.58%
37,445 $1.36 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $218,583 - $236,026
6,761 Added 22.46%
36,861 $1.23 Million
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

# 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
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, 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 Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email