Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.1 Billion
  • Q1 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 25,227 shares of SDVY stock, worth $834,509. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,227
Previous 17,578 43.51%
Holding current value
$834,509
Previous $576,000 52.43%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 30, 2024
BUY
$31.21 - $34.82 $238,725 - $266,338
7,649 Added 43.51%
25,227 $878,000
Q3 2023

Oct 17, 2023
BUY
$27.7 - $30.38 $1,412 - $1,549
51 Added 0.29%
17,578 $496,000
Q2 2023

Jul 19, 2023
SELL
$24.91 - $28.31 $5,754 - $6,539
-231 Reduced 1.3%
17,527 $496,000
Q1 2023

May 10, 2023
BUY
$25.54 - $29.71 $3,371 - $3,921
132 Added 0.75%
17,758 $473,000
Q4 2022

Feb 14, 2023
BUY
$25.42 - $27.72 $25,420 - $27,720
1,000 Added 6.01%
17,626 $459,000
Q3 2022

Oct 26, 2022
BUY
$23.34 - $27.75 $13,537 - $16,095
580 Added 3.61%
16,626 $384,000
Q2 2022

Aug 10, 2022
BUY
$23.62 - $28.23 $3,188 - $3,811
135 Added 0.85%
16,046 $383,000
Q1 2022

May 13, 2022
BUY
$27.17 - $30.89 $28,827 - $32,774
1,061 Added 7.14%
15,911 $443,000
Q4 2021

Feb 14, 2022
BUY
$28.58 - $30.81 $252,932 - $272,668
8,850 Added 147.5%
14,850 $450,000
Q3 2021

Nov 02, 2021
BUY
$27.62 - $30.12 $165,720 - $180,720
6,000 New
6,000 $169,000

Others Institutions Holding SDVY

# of Institutions
308
Shares Held
90.1M
Call Options Held
4K
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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