Davis Investment Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Davis Investment Partners, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Davis Investment Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Davis Investment Partners, LLC holds 23,932 shares of SDVY stock, worth $909,176. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,932
Previous 21,908 9.24%
Holding current value
$909,176
Previous $787 Million 7.68%
% of portfolio
0.36%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$35.45 - $40.33 $71,750 - $81,627
2,024 Added 9.24%
23,932 $847 Million
Q3 2024

Oct 07, 2024
SELL
$32.65 - $36.69 $269,852 - $303,242
-8,265 Reduced 27.39%
21,908 $787 Million
Q2 2024

Jul 18, 2024
BUY
$32.33 - $34.91 $302,414 - $326,548
9,354 Added 44.93%
30,173 $1.04 Billion
Q1 2024

Apr 15, 2024
BUY
$31.21 - $34.82 $649,760 - $724,917
20,819 New
20,819 $697 Million

Others Institutions Holding SDVY

# of Institutions
418
Shares Held
136M
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
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