A detailed history of Stephens Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stephens Inc holds 19,601 shares of SDVY stock, worth $708,576. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,601
Previous 14,774 32.67%
Holding current value
$708,576
Previous $493,000 44.62%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$32.65 - $36.69 $157,601 - $177,102
4,827 Added 32.67%
19,601 $713,000
Q2 2024

Aug 06, 2024

BUY
$32.33 - $34.91 $231,191 - $249,641
7,151 Added 93.81%
14,774 $493,000
Q1 2024

May 15, 2024

BUY
$31.21 - $34.82 $237,913 - $265,432
7,623 New
7,623 $265,000
Q2 2022

Aug 03, 2022

SELL
$23.62 - $28.23 $83,543 - $99,849
-3,537 Reduced 23.62%
11,435 $273,000
Q1 2022

May 04, 2022

BUY
$27.17 - $30.89 $23,963 - $27,244
882 Added 6.26%
14,972 $417,000
Q4 2021

Mar 07, 2022

BUY
$28.58 - $30.81 $402,692 - $434,112
14,090 New
14,090 $427,000

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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