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

Silver Oak Securities, Inc

$899 Million
Q3 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 52,398 shares of SDVY stock, worth $2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

52,398

Previous 44,227 18.48%

Holding current value

$2 Million

Previous $1.48 Million 29.13%

% of portfolio

0.21%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $266,783 - $299,793	8,171 Added 18.48%	52,398 $1.91 Million
Q2 2024 Jul 12, 2024	BUY	$32.33 - $34.91 $103,229 - $111,467	3,193 Added 7.78%	44,227 $1.48 Million
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	$23.0 - $27.75 $782,368 - $943,944	34,016 Added 446.64%	41,632 $971,000

Others Institutions Holding SDVY

# of Institutions

403

Shares Held

132M

Call Options Held

6.7K

Put Options Held

View Full List

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