Stiles Financial Services Inc First Tr ETF Vi Smid Cap Risin Transaction History

Stiles Financial Services Inc

  • $255 Million
  • Q1 2025

A detailed history of Stiles Financial Services Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stiles Financial Services Inc holds 14,991 shares of SDVY stock, worth $520,787. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,991
Previous 14,473 3.58%
Holding current value
$520,787
Previous $518,000 3.09%
% of portfolio
0.2%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$32.49 - $37.99 $16,829 - $19,678
518 Added 3.58%
14,991 $502,000
Q4 2024

Jan 28, 2025
BUY
$35.45 - $40.33 $236,451 - $269,001
6,670 Added 85.48%
14,473 $518,000
Q3 2024

Oct 31, 2024
BUY
$32.65 - $36.69 $8,064 - $9,062
247 Added 3.27%
7,803 $283,000
Q2 2024

Aug 01, 2024
BUY
$32.33 - $34.91 $244,285 - $263,779
7,556 New
7,556 $252,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
187M
Call Options Held
10.7K
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
Track This Portfolio

Track Stiles Financial Services Inc Portfolio

Follow Stiles Financial Services 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 Stiles Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stiles Financial Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email