A detailed history of Darwin Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Darwin Advisors, LLC holds 108,159 shares of SDVY stock, worth $3.88 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
108,159
Previous 120,906 10.54%
Holding current value
$3.88 Million
Previous $4.04 Million 2.5%
% of portfolio
1.1%
Previous 2.04%

Shares

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

Nov 08, 2024

SELL
$32.65 - $36.69 $416,189 - $467,687
-12,747 Reduced 10.54%
108,159 $3.93 Million
Q2 2024

Aug 08, 2024

SELL
$32.33 - $34.91 $240,761 - $259,974
-7,447 Reduced 5.8%
120,906 $4.04 Million
Q1 2024

May 13, 2024

BUY
$31.21 - $34.82 $4.01 Million - $4.47 Million
128,353 New
128,353 $4.47 Million

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 Darwin Advisors, LLC Portfolio

Follow Darwin Advisors, 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 Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.