Raymond James Trust N.A. First Tr ETF Vi Smid Cap Risin Transaction History

Raymond James Trust N.A.

  • $4.55 Billion
  • Q3 2024

A detailed history of Raymond James Trust N.A. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Raymond James Trust N.A. holds 68,967 shares of SDVY stock, worth $2.59 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
68,967
Previous 63,415 8.76%
Holding current value
$2.59 Million
Previous $2.12 Million 18.57%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$32.65 - $36.69 $181,272 - $203,702
5,552 Added 8.76%
68,967 $2.51 Million
Q2 2024

Jul 25, 2024
BUY
$32.33 - $34.91 $44,227 - $47,756
1,368 Added 2.2%
63,415 $2.12 Million
Q1 2024

Apr 24, 2024
BUY
$31.21 - $34.82 $157,392 - $175,597
5,043 Added 8.85%
62,047 $2.16 Million
Q4 2023

Jan 10, 2024
BUY
$26.48 - $33.23 $14,352 - $18,010
542 Added 0.96%
57,004 $1.87 Million
Q3 2023

Nov 14, 2023
BUY
$27.7 - $30.38 $400,431 - $439,173
14,456 Added 34.41%
56,462 $1.59 Million
Q2 2023

Aug 15, 2023
BUY
$24.91 - $28.31 $35,496 - $40,341
1,425 Added 3.51%
42,006 $1.19 Million
Q1 2023

May 03, 2023
BUY
$25.54 - $29.71 $1,583 - $1,842
62 Added 0.15%
40,581 $1.08 Million
Q4 2022

Feb 02, 2023
SELL
$23.78 - $27.72 $130,195 - $151,767
-5,475 Reduced 11.9%
40,519 $1.06 Million
Q3 2022

Oct 31, 2022
SELL
$23.0 - $27.75 $87,538 - $105,616
-3,806 Reduced 7.64%
45,994 $1.06 Million
Q2 2022

Jul 14, 2022
BUY
$23.62 - $28.23 $71,852 - $85,875
3,042 Added 6.51%
49,800 $1.19 Million
Q1 2022

May 12, 2022
BUY
$27.17 - $30.89 $928,887 - $1.06 Million
34,188 Added 271.98%
46,758 $1.3 Million
Q3 2021

Oct 18, 2021
BUY
$27.62 - $30.12 $347,183 - $378,608
12,570 New
12,570 $355,000

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
186M
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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