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

Lm Advisors LLC

  • $555 Million
  • Q1 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 $955,836. This represents 0.17% of its overall portfolio holdings.

Number of Shares
27,514
Previous 21,180 29.91%
Holding current value
$955,836
Previous $760,000 21.32%
% of portfolio
0.17%
Previous 0.14%

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
502
Shares Held
187M
Call Options Held
10.7K
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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