A detailed history of Oppenheimer & CO Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Oppenheimer & CO Inc holds 65,447 shares of SDVY stock, worth $2.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
65,447
Previous 50,181 30.42%
Holding current value
$2.16 Million
Previous $1.64 Million 38.56%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 06, 2024

BUY
$31.21 - $34.82 $476,451 - $531,562
15,266 Added 30.42%
65,447 $2.28 Million
Q4 2023

Feb 13, 2024

BUY
$26.48 - $33.23 $323,929 - $406,502
12,233 Added 32.24%
50,181 $1.64 Million
Q3 2023

Nov 07, 2023

BUY
$27.7 - $30.38 $231,211 - $253,581
8,347 Added 28.2%
37,948 $1.07 Million
Q2 2023

Aug 02, 2023

BUY
$24.91 - $28.31 $178,729 - $203,124
7,175 Added 31.99%
29,601 $838,000
Q1 2023

May 10, 2023

BUY
$25.54 - $29.71 $309,442 - $359,966
12,116 Added 117.52%
22,426 $597,000
Q3 2022

Nov 14, 2022

SELL
$23.34 - $27.75 $48,220 - $57,331
-2,066 Reduced 16.69%
10,310 $238,000
Q2 2022

Aug 08, 2022

BUY
$23.62 - $28.23 $292,321 - $349,374
12,376 New
12,376 $296,000

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 Oppenheimer & CO Inc Portfolio

Follow Oppenheimer & CO 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 Oppenheimer & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Oppenheimer & CO Inc with notifications on news.