Investment Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Investment Partners, Ltd.

$241 Million
Q4 2024

A detailed history of Investment Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Investment Partners, Ltd. holds 23,997 shares of SDVY stock, worth $803,419. This represents 0.36% of its overall portfolio holdings.

Number of Shares

23,997

Previous 23,919 0.33%

Holding current value

$803,419

Previous $870,000 1.15%

% of portfolio

0.36%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$35.45 - $40.33 $2,765 - $3,145	78 Added 0.33%	23,997 $860,000
Q3 2024 Nov 04, 2024	BUY	$32.65 - $36.69 $1,208 - $1,357	37 Added 0.15%	23,919 $870,000
Q2 2024 Aug 07, 2024	BUY	$32.33 - $34.91 $84,413 - $91,150	2,611 Added 12.27%	23,882 $797,000
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $9,831 - $10,968	315 Added 1.5%	21,271 $740,000
Q4 2023 Feb 02, 2024	BUY	$26.48 - $33.23 $5,878 - $7,377	222 Added 1.07%	20,956 $686,000
Q3 2023 Oct 31, 2023	BUY	$27.7 - $30.38 $14,958 - $16,405	540 Added 2.67%	20,734 $585,000
Q2 2023 Aug 07, 2023	BUY	$24.91 - $28.31 $298 - $339	12 Added 0.06%	20,194 $571,000
Q1 2023 May 08, 2023	BUY	$25.54 - $29.71 $515,448 - $599,607	20,182 New	20,182 $537,000

Others Institutions Holding SDVY

# of Institutions

510

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Investment Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History