Stegent Equity Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Stegent Equity Advisors, Inc.

  • $84.5 Million
  • Q4 2024

A detailed history of Stegent Equity Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 5,933 shares of SDVY stock, worth $217,978. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,933
Previous 6,508 8.84%
Holding current value
$217,978
Previous $236,000 10.17%
% of portfolio
0.25%
Previous 0.3%

Shares

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

Feb 04, 2025
SELL
$35.45 - $40.33 $20,383 - $23,189
-575 Reduced 8.84%
5,933 $212,000
Q3 2024

Oct 18, 2024
SELL
$32.65 - $36.69 $582,998 - $655,136
-17,856 Reduced 73.29%
6,508 $236,000
Q2 2024

Jul 31, 2024
BUY
$32.33 - $34.91 $787,688 - $850,547
24,364 New
24,364 $813,000

Others Institutions Holding SDVY

# of Institutions
457
Shares Held
153M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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