Global Retirement Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Global Retirement Partners, LLC holds 20,416 shares of SDVY stock, worth $675,361. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,416
Previous 19,249 6.06%
Holding current value
$675,361
Previous $630,000 12.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 23, 2024
BUY
$31.21 - $34.82 $36,422 - $40,634
1,167 Added 6.06%
20,416 $710,000
Q4 2023

Jan 18, 2024
BUY
$26.48 - $33.23 $346,808 - $435,213
13,097 Added 212.89%
19,249 $630,000
Q3 2023

Oct 13, 2023
SELL
$27.7 - $30.38 $54,098 - $59,332
-1,953 Reduced 24.1%
6,152 $173,000
Q2 2023

Jul 20, 2023
SELL
$24.91 - $28.31 $5,853 - $6,652
-235 Reduced 2.82%
8,105 $229,000
Q1 2023

May 05, 2023
BUY
$25.54 - $29.71 $15,477 - $18,004
606 Added 7.84%
8,340 $222,000
Q4 2022

Feb 13, 2023
SELL
$25.42 - $27.72 $25,140 - $27,415
-989 Reduced 11.34%
7,734 $201,000
Q3 2022

Nov 03, 2022
BUY
$23.34 - $27.75 $54,312 - $64,574
2,327 Added 36.38%
8,723 $226,000
Q2 2022

Jul 15, 2022
SELL
$23.62 - $28.23 $29,430 - $35,174
-1,246 Reduced 16.3%
6,396 $153,000
Q1 2022

Jul 14, 2022
BUY
$27.17 - $30.89 $207,633 - $236,061
7,642 New
7,642 $194,000

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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