Sage Oak Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Sage Oak Financial, LLC

  • $113 Billion
  • Q1 2025

A detailed history of Sage Oak Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sage Oak Financial, LLC holds 10,510 shares of SDVY stock, worth $365,117. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,510
Previous 24,024 56.25%
Holding current value
$365,117
Previous $861 Million 59.12%
% of portfolio
0.31%
Previous 0.79%

Shares

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

May 02, 2025
SELL
$32.49 - $37.99 $439,069 - $513,396
-13,514 Reduced 56.25%
10,510 $352 Million
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $851,650 - $968,887
24,024 New
24,024 $861 Million

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
187M
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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