A detailed history of Southland Equity Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Southland Equity Partners LLC holds 12,719 shares of SDVY stock, worth $420,744. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,719
Previous 10,264 23.92%
Holding current value
$420,744
Previous $336 Million 31.67%
% of portfolio
0.12%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$31.21 - $34.82 $76,620 - $85,483
2,455 Added 23.92%
12,719 $443 Million
Q4 2023

Jan 09, 2024

BUY
$26.48 - $33.23 $70,595 - $88,591
2,666 Added 35.09%
10,264 $336 Million
Q3 2023

Jan 02, 2024

BUY
$27.7 - $30.38 $6,343 - $6,957
229 Added 3.11%
7,598 $214 Million
Q2 2023

Jan 02, 2024

BUY
$24.91 - $28.31 $183,561 - $208,616
7,369 New
7,369 $209 Million
Q2 2022

Jan 02, 2024

SELL
$23.62 - $28.23 $182,582 - $218,217
-7,730 Closed
0 $0
Q1 2022

Jan 02, 2024

BUY
$27.17 - $30.89 $210,024 - $238,779
7,730 New
7,730 $215 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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