Lion Street Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Lion Street Advisors, LLC

  • $282 Million
  • Q3 2024

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 $750,373. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,700
Previous 19,475 1.16%
Holding current value
$750,373
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

# of Institutions
403
Shares Held
132M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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