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 $34.9 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
956,344
Previous 971,517 1.56%
Holding current value
$34.9 Million
Previous $32.4 Million 7.28%
% of portfolio
1.96%
Previous 1.92%

Shares

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

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Smith Chas P & Associates Pa Cpas Portfolio

Follow Smith Chas P & Associates Pa Cpas and customize your updates to receive the information that matters most to you.

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.