O'Shaughnessy Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

O'Shaughnessy Asset Management, LLC

  • $14.2 Billion
  • Q2 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 11,698 shares of SDVY stock, worth $442,652. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,698
Previous 5,591 109.23%
Holding current value
$442,652
Previous $187,000 120.32%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$29.52 - $35.31 $180,278 - $215,638
6,107 Added 109.23%
11,698 $412,000
Q1 2025

May 13, 2025
BUY
$32.49 - $37.99 $141,948 - $165,978
4,369 Added 357.53%
5,591 $187,000
Q4 2024

Feb 12, 2025
BUY
$35.45 - $40.33 $43,319 - $49,283
1,222 New
1,222 $43,000
Q1 2024

May 13, 2024
BUY
$31.21 - $34.82 $48,219 - $53,796
1,545 New
1,545 $53,000

Others Institutions Holding SDVY

# of Institutions
494
Shares Held
185M
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
Track This Portfolio

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, LLC 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 O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email