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 $487,357. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,991
Previous 14,473 3.58%
Holding current value
$487,357
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
176M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

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