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

Stiles Financial Services Inc

  • $281 Million
  • Q2 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 17,225 shares of SDVY stock, worth $625,439. This represents 0.22% of its overall portfolio holdings.

Number of Shares
17,225
Previous 14,991 14.9%
Holding current value
$625,439
Previous $502,000 20.92%
% of portfolio
0.22%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$29.52 - $35.31 $65,947 - $78,882
2,234 Added 14.9%
17,225 $607,000
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
493
Shares Held
188M
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
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