One Ascent Financial Services LLC First Tr ETF Vi Smid Cap Risin Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

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 25,719 shares of SDVY stock, worth $930,770. This represents 0.06% of its overall portfolio holdings.

Number of Shares
25,719
Previous 35,343 27.23%
Holding current value
$930,770
Previous $1.27 Million 31.97%
% of portfolio
0.06%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$32.49 - $37.99 $312,683 - $365,615
-9,624 Reduced 27.23%
25,719 $862,000
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

# of Institutions
498
Shares Held
188M
Call Options Held
10.7K
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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