Per Stirling Capital Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History

Per Stirling Capital Management, Llc.

$721 Billion
Q3 2024

A detailed history of Per Stirling Capital Management, Llc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 114,708 shares of SDVY stock, worth $4.12 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

114,708

Previous 113,481 1.08%

Holding current value

$4.12 Million

Previous $3.79 Billion 10.17%

% of portfolio

0.58%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$32.65 - $36.69 $40,061 - $45,018	1,227 Added 1.08%	114,708 $4.17 Billion
Q2 2024 Aug 13, 2024	SELL	$32.33 - $34.91 $2.64 Million - $2.85 Million	-81,542 Reduced 41.81%	113,481 $3.79 Billion
Q1 2024 May 14, 2024	SELL	$31.21 - $34.82 $196,466 - $219,191	-6,295 Reduced 3.13%	195,023 $6.79 Billion
Q4 2023 Feb 13, 2024	BUY	$26.48 - $33.23 $92,441 - $116,005	3,491 Added 1.76%	201,318 $6.6 Billion
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $202,542 - $222,138	-7,312 Reduced 3.56%	197,827 $5.58 Billion
Q2 2023 Aug 11, 2023	BUY	$24.91 - $28.31 $5.11 Million - $5.81 Million	205,139 New	205,139 $5.81 Billion

Others Institutions Holding SDVY

# of Institutions

404

Shares Held

133M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Per Stirling Capital Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Per Stirling Capital Management, Llc. with notifications on news.

Account

Per Stirling Capital Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History