A detailed history of Lion Street Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lion Street Advisors, LLC holds 16,949 shares of SDVY stock, worth $560,672. This represents 0.23% of its overall portfolio holdings.

Number of Shares
16,949
Previous 16,949 -0.0%
Holding current value
$560,672
Previous $555,000 6.31%
% of portfolio
0.23%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$26.48 - $33.23 $121,146 - $152,027
-4,575 Reduced 21.26%
16,949 $555,000
Q3 2023

Oct 19, 2023

BUY
$27.7 - $30.38 $596,214 - $653,899
21,524 New
21,524 $607,000

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 Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, LLC 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 Lion Street Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lion Street Advisors, LLC with notifications on news.