Silver Oak Securities, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Silver Oak Securities, Inc

$630 Million
Q1 2024

A detailed history of Silver Oak Securities, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Silver Oak Securities, Inc holds 41,034 shares of SDVY stock, worth $1.36 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

41,034

Previous 43,165 4.94%

Holding current value

$1.36 Million

Previous $1.41 Million 0.99%

% of portfolio

0.23%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$31.21 - $34.82 $66,508 - $74,201	-2,131 Reduced 4.94%	41,034 $1.43 Million
Q4 2023 Feb 05, 2024	BUY	$26.48 - $33.23 $40,593 - $50,941	1,533 Added 3.68%	43,165 $1.41 Million
Q3 2023 Nov 20, 2023	BUY	$27.7 - $30.38 $942,243 - $1.03 Million	34,016 Added 446.64%	41,632 $1.18 Million
Q2 2023 Aug 02, 2023	BUY	$24.91 - $28.31 $697 - $792	28 Added 0.37%	7,616 $215,000
Q1 2023 May 05, 2023	BUY	$25.54 - $29.71 $193,797 - $225,439	7,588 New	7,588 $202,000

Q3 2022 Oct 23, 2023	BUY	$23.34 - $27.75 $793,933 - $943,944	34,016 Added 446.64%	41,632 $971,000

Others Institutions Holding SDVY

# of Institutions

308

Shares Held

90.1M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Silver Oak Securities, Inc First Tr ETF Vi Smid Cap Risin Transaction History