A detailed history of Cwm, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Cwm, LLC holds 8,404 shares of SDVY stock, worth $301,451. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,404
Previous 3,068 173.92%
Holding current value
$301,451
Previous $102,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$32.65 - $36.69 $174,220 - $195,777
5,336 Added 173.92%
8,404 $306,000
Q2 2024

Jul 09, 2024

BUY
$32.33 - $34.91 $20,982 - $22,656
649 Added 26.83%
3,068 $102,000
Q1 2024

Apr 05, 2024

SELL
$31.21 - $34.82 $25,966 - $28,970
-832 Reduced 25.59%
2,419 $84,000
Q4 2023

Feb 01, 2024

BUY
$26.48 - $33.23 $86,086 - $108,030
3,251 New
3,251 $107,000
Q1 2023

Apr 28, 2023

BUY
$25.54 - $29.71 $52,561 - $61,143
2,058 Added 430.54%
2,536 $68,000
Q1 2022

Apr 21, 2022

SELL
$27.17 - $30.89 $8,558 - $9,730
-315 Reduced 39.72%
478 $13,000
Q4 2021

Jan 31, 2022

BUY
$28.58 - $30.81 $22,663 - $24,432
793 New
793 $24,000

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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