Stonebridge Financial Planning Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Stonebridge Financial Planning Group, LLC

$202 Million
Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 38,061 shares of SDVY stock, worth $1.45 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

38,061

Previous 36,087 5.47%

Holding current value

$1.45 Million

Previous $1.2 Million 14.95%

% of portfolio

0.69%

Previous 0.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$32.65 - $36.69 $64,451 - $72,426	1,974 Added 5.47%	38,061 $1.38 Million
Q2 2024 Aug 07, 2024	BUY	$32.33 - $34.91 $774,562 - $836,373	23,958 Added 197.53%	36,087 $1.2 Million
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $101,463 - $113,199	3,251 Added 36.62%	12,129 $422,000
Q4 2023 Feb 05, 2024	BUY	$26.48 - $33.23 $235,089 - $295,015	8,878 New	8,878 $290,000
Q1 2022 May 10, 2022	SELL	$27.17 - $30.89 $31,245 - $35,523	-1,150 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$28.58 - $30.81 $10,003 - $10,783	-350 Reduced 23.33%	1,150 $33,000
Q3 2021 Nov 08, 2021	BUY	$27.62 - $30.12 $16,572 - $18,072	600 Added 66.67%	1,500 $46,000
Q2 2021 Jul 28, 2021	BUY	$28.0 - $30.39 $25,200 - $27,351	900 New	900 $26,000

Others Institutions Holding SDVY

# of Institutions

403

Shares Held

132M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

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Stonebridge Financial Planning Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History