Crumly & Associates Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Crumly & Associates Inc.

  • $317 Million
  • Q2 2024

A detailed history of Crumly & Associates Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Crumly & Associates Inc. holds 199,013 shares of SDVY stock, worth $7.21 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
199,013
Previous 186,356 6.79%
Holding current value
$7.21 Million
Previous $6.49 Million 2.39%
% of portfolio
2.09%
Previous 1.89%

Shares

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

Aug 02, 2024
BUY
$32.33 - $34.91 $409,200 - $441,855
12,657 Added 6.79%
199,013 $6.64 Million
Q1 2024

May 01, 2024
BUY
$31.21 - $34.82 $5.14 Million - $5.74 Million
164,785 Added 763.92%
186,356 $6.49 Million
Q4 2023

Jan 29, 2024
SELL
$26.48 - $33.23 $3.6 Million - $4.52 Million
-136,104 Reduced 86.32%
21,571 $706,000
Q4 2023

Jan 29, 2024
BUY
$26.48 - $33.23 $4.18 Million - $5.24 Million
157,675 New
157,675 $5.17 Million
Q2 2023

Jul 21, 2023
SELL
$24.91 - $28.31 $3.1 Million - $3.53 Million
-124,542 Reduced 94.43%
7,342 $207,000
Q1 2023

Apr 24, 2023
SELL
$25.54 - $29.71 $343,640 - $399,748
-13,455 Reduced 9.26%
131,884 $3.51 Million
Q4 2022

Mar 03, 2023
SELL
$23.78 - $27.72 $1.16 Million - $1.35 Million
-48,865 Reduced 25.16%
145,339 $3.79 Million
Q3 2022

Oct 25, 2022
BUY
$23.0 - $27.75 $64,998 - $78,421
2,826 Added 1.48%
194,204 $0
Q2 2022

Aug 01, 2022
SELL
$23.62 - $28.23 $3.93 Million - $4.69 Million
-166,222 Reduced 46.48%
191,378 $4.57 Million
Q1 2022

May 02, 2022
SELL
$27.17 - $30.89 $745,925 - $848,054
-27,454 Reduced 7.13%
357,600 $9.97 Million
Q4 2021

Feb 04, 2022
BUY
$28.58 - $30.81 $11 Million - $11.9 Million
385,054 New
385,054 $11.1 Million

Others Institutions Holding SDVY

# of Institutions
341
Shares Held
110M
Call Options Held
0
Put Options Held
1.1K
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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