Pensionmark Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pensionmark Financial Group, LLC

  • $18.2 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 29,203 shares of SDVY stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,203
Previous 27,052 7.95%
Holding current value
$1.11 Million
Previous $902,000 17.74%
% of portfolio
0.01%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $70,230 - $78,920
2,151 Added 7.95%
29,203 $1.06 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $47,816 - $51,631
1,479 Added 5.78%
27,052 $902,000
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $798,133 - $890,451
25,573 New
25,573 $890,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
132M
Call Options Held
6.7K
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email