Marshall Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024

A detailed history of Marshall Financial Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Marshall Financial Group LLC holds 42,059 shares of SDVY stock, worth $1.6 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
42,059
Previous 39,248 7.16%
Holding current value
$1.6 Million
Previous $1.31 Million 16.79%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Oct 16, 2024
BUY
$32.65 - $36.69 $91,779 - $103,135
2,811 Added 7.16%
42,059 $1.53 Million
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $83,670 - $90,347
2,588 Added 7.06%
39,248 $1.31 Million
Q1 2024

Apr 19, 2024
BUY
$31.21 - $34.82 $1.14 Million - $1.28 Million
36,660 New
36,660 $1.28 Million

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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