Ellsworth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Ellsworth Advisors, LLC

  • $382 Million
  • Q3 2024

A detailed history of Ellsworth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 9,729 shares of SDVY stock, worth $370,577. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,729
Previous 7,426 31.01%
Holding current value
$370,577
Previous $247,000 42.91%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 16, 2024
BUY
$32.65 - $36.69 $75,192 - $84,497
2,303 Added 31.01%
9,729 $353,000
Q2 2024

Jul 18, 2024
BUY
$32.33 - $34.91 $240,082 - $259,241
7,426 New
7,426 $247,000

Others Institutions Holding SDVY

# of Institutions
404
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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