Envestnet Portfolio Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 53,981 shares of SDVY stock, worth $1.79 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
53,981
Previous 30,833 75.08%
Holding current value
$1.79 Million
Previous $1.01 Million 86.04%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$31.21 - $34.82 $722,449 - $806,013
23,148 Added 75.08%
53,981 $1.88 Million
Q4 2023

Feb 07, 2024
BUY
$26.48 - $33.23 $193,727 - $243,110
7,316 Added 31.11%
30,833 $1.01 Million
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $651,420 - $714,446
23,517 New
23,517 $663,000

Others Institutions Holding SDVY

# of Institutions
308
Shares Held
90.1M
Call Options Held
4K
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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