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

Davis Investment Partners, LLC

  • $239 Billion
  • Q3 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 21,908 shares of SDVY stock, worth $784,963. This represents 0.33% of its overall portfolio holdings.

Number of Shares
21,908
Previous 30,173 27.39%
Holding current value
$784,963
Previous $1.04 Billion 24.45%
% of portfolio
0.33%
Previous 0.43%

Shares

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