Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History

Smith Chas P & Associates Pa Cpas

$1.77 Billion
Q3 2024

A detailed history of Smith Chas P & Associates Pa Cpas transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 956,344 shares of SDVY stock, worth $36.4 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

956,344

Previous 971,517 1.56%

Holding current value

$36.4 Million

Previous $32.4 Million 7.28%

% of portfolio

1.96%

Previous 1.92%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	SELL	$32.65 - $36.69 $495,398 - $556,697	-15,173 Reduced 1.56%	956,344 $34.8 Million
Q2 2024 Jul 29, 2024	BUY	$32.33 - $34.91 $31.4 Million - $33.9 Million	971,517 New	971,517 $32.4 Million

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
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Chas P & Associates Pa Cpas, based on Form 13F filings with the SEC.

News

Stay updated on Smith Chas P & Associates Pa Cpas with notifications on news.

Account

Smith Chas P & Associates Pa Cpas First Tr ETF Vi Smid Cap Risin Transaction History