Lm Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Lm Advisors LLC

  • $777 Million
  • Q2 2025

A detailed history of Lm Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lm Advisors LLC holds 27,514 shares of SDVY stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,514
Previous 27,514 -0.0%
Holding current value
$1.03 Million
Previous $922,000 5.31%
% of portfolio
0.12%
Previous 0.17%

Shares

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

May 13, 2025
BUY
$32.49 - $37.99 $205,791 - $240,628
6,334 Added 29.91%
27,514 $922,000
Q4 2024

Feb 12, 2025
BUY
$35.45 - $40.33 $400,585 - $455,729
11,300 Added 114.37%
21,180 $760,000
Q3 2024

Nov 07, 2024
BUY
$32.65 - $36.69 $322,582 - $362,497
9,880 New
9,880 $359,000

Others Institutions Holding SDVY

# of Institutions
497
Shares Held
186M
Call Options Held
0
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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