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

Smith Chas P & Associates Pa Cpas

  • $1.74 Billion
  • Q4 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 975,635 shares of SDVY stock, worth $36.9 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
975,635
Previous 956,344 2.02%
Holding current value
$36.9 Million
Previous $34.8 Million 0.53%
% of portfolio
2.01%
Previous 1.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$35.45 - $40.33 $683,865 - $778,006
19,291 Added 2.02%
975,635 $35 Million
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
420
Shares Held
136M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
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