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 $34.3 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

956,344

Previous 971,517 1.56%

Holding current value

$34.3 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

404

Shares Held

133M

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

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