Gilliland Jeter Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 2,563 shares of SDVY stock, worth $97,009. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,563
Previous 1,423 80.11%
Holding current value
$97,009
Previous $47.5 Million 87.88%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 18, 2024
SELL
$32.65 - $36.69 $37,057 - $41,643
-1,135 Reduced 44.28%
1,428 $52 Million
Q3 2024

Oct 17, 2024
BUY
$32.65 - $36.69 $37,221 - $41,826
1,140 Added 80.11%
2,563 $89.2 Million
Q2 2024

Jul 24, 2024
SELL
$32.33 - $34.91 $36,856 - $39,797
-1,140 Reduced 44.48%
1,423 $47.5 Million
Q1 2024

May 02, 2024
BUY
$31.21 - $34.82 $79,991 - $89,243
2,563 New
2,563 $89.2 Million

Others Institutions Holding SDVY

# of Institutions
420
Shares Held
136M
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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