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 19,700 shares of SDVY stock, worth $705,851. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,700
Previous 19,475 1.16%
Holding current value
$705,851
Previous $650,000 10.15%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Oct 10, 2024

BUY
$32.65 - $36.69 $7,346 - $8,255
225 Added 1.16%
19,700 $716,000
Q2 2024

Jul 12, 2024

BUY
$32.33 - $34.91 $81,665 - $88,182
2,526 Added 14.9%
19,475 $650,000
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
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