A detailed history of Orion Portfolio Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 20,360 shares of SDVY stock, worth $673,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,360
Holding current value
$673,508
% of portfolio
0.01%

Shares

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

May 09, 2024

BUY
$31.21 - $34.82 $635,435 - $708,935
20,360 New
20,360 $708,000
Q1 2023

Aug 30, 2023

BUY
$25.54 - $29.71 $1.04 Million - $1.21 Million
40,667 New
40,667 $1.08 Million
Q1 2023

May 15, 2023

BUY
$25.54 - $29.71 $55,881 - $65,005
2,188 Added 5.69%
40,667 $1.08 Million
Q4 2022

Feb 08, 2023

BUY
$25.42 - $27.72 $287,856 - $313,901
11,324 Added 41.7%
38,479 $1 Million
Q3 2022

Nov 09, 2022

BUY
$23.34 - $27.75 $272,821 - $324,369
11,689 Added 75.58%
27,155 $628,000
Q2 2022

Jul 14, 2022

BUY
$23.62 - $28.23 $365,306 - $436,605
15,466 New
15,466 $369,000

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 Orion Portfolio Solutions, LLC Portfolio

Follow Orion Portfolio Solutions, 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 Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.