A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 39,354 shares of SDVY stock, worth $1.53 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
39,354
Previous 155,419 74.68%
Holding current value
$1.53 Million
Previous $5.19 Million 72.41%
% of portfolio
0.42%
Previous 1.52%

Shares

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

Oct 22, 2024

SELL
$32.65 - $36.69 $3.79 Million - $4.26 Million
-116,065 Reduced 74.68%
39,354 $1.43 Million
Q2 2024

Aug 01, 2024

SELL
$32.33 - $34.91 $379,327 - $409,599
-11,733 Reduced 7.02%
155,419 $5.19 Million
Q1 2024

Apr 15, 2024

BUY
$31.21 - $34.82 $4.63 Million - $5.17 Million
148,396 Added 791.19%
167,152 $5.82 Million
Q4 2023

Jan 09, 2024

BUY
$26.48 - $33.23 $8,553 - $10,733
323 Added 1.75%
18,756 $614,000
Q3 2023

Oct 17, 2023

BUY
$27.7 - $30.38 $14,597 - $16,010
527 Added 2.94%
18,433 $520,000
Q2 2023

Aug 18, 2023

BUY
$24.91 - $28.31 $446,038 - $506,918
17,906 New
17,906 $506,000

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 Elevated Capital Advisors, LLC Portfolio

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

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.