Secure Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024

A detailed history of Secure Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secure Asset Management, LLC holds 45,569 shares of SDVY stock, worth $1.63 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
45,569
Previous 70,496 35.36%
Holding current value
$1.63 Million
Previous $2.35 Million 29.58%
% of portfolio
0.29%
Previous 0.46%

Shares

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

Oct 16, 2024
SELL
$32.65 - $36.69 $813,866 - $914,571
-24,927 Reduced 35.36%
45,569 $1.66 Million
Q2 2024

Jul 24, 2024
BUY
$32.33 - $34.91 $1.28 Million - $1.38 Million
39,665 Added 128.65%
70,496 $2.35 Million
Q1 2024

Apr 30, 2024
BUY
$31.21 - $34.82 $962,235 - $1.07 Million
30,831 New
30,831 $1.07 Million

Others Institutions Holding SDVY

# of Institutions
404
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
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