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 113,481 shares of SDVY stock, worth $4.08 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
113,481
Previous 195,023 41.81%
Holding current value
$4.08 Million
Previous $6.79 Billion 44.22%
% of portfolio
0.61%
Previous 1.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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