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 $3.82 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
103,349
Previous 166,824 38.05%
Holding current value
$3.82 Million
Previous $6.07 Million 38.95%
% of portfolio
0.73%
Previous 3.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
496
Shares Held
169M
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
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email