Dhjj Financial Advisors, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Dhjj Financial Advisors, Ltd.

  • $226 Million
  • Q3 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 14,327 shares of SDVY stock, worth $545,715. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,327
Previous 12,297 16.51%
Holding current value
$545,715
Previous $410,000 27.07%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Oct 22, 2024
BUY
$32.65 - $36.69 $66,279 - $74,480
2,030 Added 16.51%
14,327 $521,000
Q2 2024

Jul 11, 2024
BUY
$32.33 - $34.91 $235,394 - $254,179
7,281 Added 145.16%
12,297 $410,000
Q1 2024

Apr 11, 2024
SELL
$31.21 - $34.82 $22,689 - $25,314
-727 Reduced 12.66%
5,016 $174,000
Q4 2023

Jan 29, 2024
BUY
$26.48 - $33.23 $80,075 - $100,487
3,024 Added 111.22%
5,743 $188,000
Q3 2023

Oct 10, 2023
BUY
$27.7 - $30.38 $75,316 - $82,603
2,719 New
2,719 $76,000

Others Institutions Holding SDVY

# of Institutions
403
Shares Held
132M
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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