A detailed history of Montag A & Associates Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Montag A & Associates Inc holds 3,684 shares of SDVY stock, worth $131,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,684
Previous 3,684 -0.0%
Holding current value
$131,997
Previous $122,000 9.84%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$31.21 - $34.82 $114,977 - $128,276
3,684 New
3,684 $128,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.