Golden State Equity Partners First Tr ETF Vi Smid Cap Risin Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Golden State Equity Partners holds 103,349 shares of SDVY stock, worth $3.86 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

103,349

Previous 166,824 38.05%

Holding current value

$3.86 Million

Previous $6.07 Million 38.95%

% of portfolio

0.73%

Previous 3.34%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$35.45 - $40.33 $2.25 Million - $2.56 Million	-63,475 Reduced 38.05%	103,349 $3.71 Million
Q3 2024 Oct 29, 2024	BUY	$32.65 - $36.69 $1.12 Million - $1.26 Million	34,321 Added 25.9%	166,824 $6.07 Million
Q3 2024 Oct 25, 2024	SELL	$32.65 - $36.69 $270,766 - $304,270	-8,293 Reduced 5.89%	132,503 $4.82 Million
Q2 2024 Jul 29, 2024	BUY	$32.33 - $34.91 $4.55 Million - $4.92 Million	140,796 New	140,796 $4.7 Million

Others Institutions Holding SDVY

# of Institutions

443

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Golden State Equity Partners First Tr ETF Vi Smid Cap Risin Transaction History