A detailed history of One Ascent Financial Services LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, One Ascent Financial Services LLC holds 35,343 shares of SDVY stock, worth $1.26 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
35,343
Holding current value
$1.26 Million
% of portfolio
0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$35.45 - $40.33 $1.25 Million - $1.43 Million
35,343 New
35,343 $1.27 Million
Q3 2022

Nov 02, 2022

SELL
$23.0 - $27.75 $561,568 - $677,544
-24,416 Reduced 50.68%
23,758 $550,000
Q2 2022

Aug 08, 2022

BUY
$23.62 - $28.23 $1.14 Million - $1.36 Million
48,174 New
48,174 $1.15 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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