Orion Portfolio Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Orion Portfolio Solutions, LLC

  • $9.27 Billion
  • Q1 2025

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 36,188 shares of SDVY stock, worth $1.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,188
Previous 31,280 15.69%
Holding current value
$1.36 Million
Previous $1.05 Million 15.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
BUY
$32.49 - $37.99 $159,460 - $186,454
4,908 Added 15.69%
36,188 $1.21 Million
Q4 2024

Feb 12, 2025
SELL
$35.45 - $40.33 $90,149 - $102,559
-2,543 Reduced 7.52%
31,280 $1.12 Million
Q3 2024

Nov 15, 2024
SELL
$32.65 - $36.69 $480,412 - $539,856
-14,714 Reduced 30.32%
33,823 $1.23 Million
Q2 2024

Aug 13, 2024
BUY
$32.33 - $34.91 $910,962 - $983,659
28,177 Added 138.39%
48,537 $1.62 Million
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
$23.78 - $27.72 $269,284 - $313,901
11,324 Added 41.7%
38,479 $1 Million
Q3 2022

Nov 09, 2022
BUY
$23.0 - $27.75 $268,847 - $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

# 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
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