A detailed history of Grant transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Grant holds 9,879 shares of SDVY stock, worth $353,964. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,879
Previous 9,137 8.12%
Holding current value
$353,964
Previous $304,000 18.09%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 15, 2024

BUY
$32.65 - $36.69 $24,226 - $27,223
742 Added 8.12%
9,879 $359,000
Q2 2024

Jul 22, 2024

BUY
$32.33 - $34.91 $89,554 - $96,700
2,770 Added 43.51%
9,137 $304,000
Q1 2024

Apr 25, 2024

BUY
$31.21 - $34.82 $198,714 - $221,698
6,367 New
6,367 $221,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Grant Portfolio

Follow Grant 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 Grant, based on Form 13F filings with the SEC.

News

Stay updated on Grant with notifications on news.