Second Half Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Second Half Financial Partners, LLC

  • $163 Million
  • Q3 2024

A detailed history of Second Half Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 9,740 shares of SDVY stock, worth $349,373. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,740
Previous 9,375 3.89%
Holding current value
$349,373
Previous $312,000 13.46%
% of portfolio
0.22%
Previous 0.29%

Shares

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

Nov 08, 2024
BUY
$32.65 - $36.69 $11,917 - $13,391
365 Added 3.89%
9,740 $354,000
Q2 2024

Aug 08, 2024
BUY
$32.33 - $34.91 $303,093 - $327,281
9,375 New
9,375 $312,000
Q2 2023

Aug 07, 2023
BUY
$24.91 - $28.31 $3.07 Million - $3.49 Million
123,235 New
123,235 $3.49 Million

Others Institutions Holding SDVY

# of Institutions
406
Shares Held
133M
Call Options Held
6.7K
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
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email