A detailed history of Ipsen Advisor Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 54,211 shares of SDVY stock, worth $1.76 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
54,211
Previous 48,498 11.78%
Holding current value
$1.76 Million
Previous $1.74 Billion 4.45%
% of portfolio
1.56%
Previous 1.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

BUY
$32.49 - $37.99 $185,615 - $217,036
5,713 Added 11.78%
54,211 $1.82 Billion
Q4 2024

Feb 11, 2025

BUY
$35.45 - $40.33 $1.72 Million - $1.96 Million
48,498 New
48,498 $1.74 Billion

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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