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

Gallagher Fiduciary Advisors, LLC

$468 Million
Q3 2024

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 186,595 shares of SDVY stock, worth $6.69 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

186,595

Previous 182,208 2.41%

Holding current value

$6.69 Million

Previous $6.08 Million 11.61%

% of portfolio

1.45%

Previous 1.39%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $143,235 - $160,959	4,387 Added 2.41%	186,595 $6.79 Million
Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $11,283 - $12,183	349 Added 0.19%	182,208 $6.08 Million
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $936,300 - $1.04 Million	30,000 Added 19.76%	181,859 $6.33 Million
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $4.02 Million - $5.05 Million	151,859 New	151,859 $4.98 Million

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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