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 6,508 shares of SDVY stock, worth $237,216. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,508
Previous 24,364 73.29%
Holding current value
$237,216
Previous $813,000 70.97%
% of portfolio
0.3%
Previous 0.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VI SMID CAP RISIN


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

Track Stegent Equity Advisors, Inc. Portfolio

Follow Stegent Equity Advisors, Inc. 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 Stegent Equity Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegent Equity Advisors, Inc. with notifications on news.