Rothschild Investment LLC First Tr ETF Vi Smid Cap Risin Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025

A detailed history of Rothschild Investment LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Rothschild Investment LLC holds 9,225 shares of SDVY stock, worth $316,233. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,225
Previous 7,161 28.82%
Holding current value
$316,233
Previous $257 Million 20.38%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$32.49 - $37.99 $67,059 - $78,411
2,064 Added 28.82%
9,225 $309 Million
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $248,539 - $282,753
7,011 Added 4674.0%
7,161 $257 Million
Q2 2024

Jul 30, 2024
BUY
$32.33 - $34.91 $4,849 - $5,236
150 New
150 $5.01 Million

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
186M
Call Options Held
10.7K
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
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