Presidio Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Presidio Capital Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Presidio Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Presidio Capital Management, LLC holds 252,746 shares of SDVY stock, worth $9.03 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares
252,746
Previous 337,825 25.18%
Holding current value
$9.03 Million
Previous $12.3 Million 26.28%
% of portfolio
4.72%
Previous 7.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$35.45 - $40.33 $3.02 Million - $3.43 Million
-85,079 Reduced 25.18%
252,746 $9.06 Million
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $1.53 Million - $1.72 Million
46,999 Added 16.16%
337,825 $12.3 Million
Q2 2024

Jul 26, 2024
SELL
$32.33 - $34.91 $252,303 - $272,437
-7,804 Reduced 2.61%
290,826 $9.71 Million
Q1 2024

Apr 24, 2024
BUY
$31.21 - $34.82 $9.32 Million - $10.4 Million
298,630 New
298,630 $10.4 Million

Others Institutions Holding SDVY

# of Institutions
505
Shares Held
173M
Call Options Held
4K
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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