Stratos Wealth Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Stratos Wealth Partners, Ltd.

  • $6.79 Billion
  • Q3 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 155,442 shares of SDVY stock, worth $5.95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
155,442
Previous 161,963 4.03%
Holding current value
$5.95 Million
Previous $5.41 Million 4.59%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 17, 2024
SELL
$32.65 - $36.69 $212,910 - $239,255
-6,521 Reduced 4.03%
155,442 $5.65 Million
Q2 2024

Jul 24, 2024
BUY
$32.33 - $34.91 $565,063 - $610,156
17,478 Added 12.1%
161,963 $5.41 Million
Q1 2024

Apr 16, 2024
BUY
$31.21 - $34.82 $637,557 - $711,302
20,428 Added 16.47%
144,485 $5.03 Million
Q4 2023

Jan 24, 2024
SELL
$26.48 - $33.23 $646,959 - $811,875
-24,432 Reduced 16.45%
124,057 $4.07 Million
Q3 2023

Oct 24, 2023
BUY
$27.7 - $30.38 $524,998 - $575,792
18,953 Added 14.63%
148,489 $4.19 Million
Q2 2023

Jul 18, 2023
BUY
$24.91 - $28.31 $278,493 - $316,505
11,180 Added 9.45%
129,536 $3.67 Million
Q1 2023

Apr 27, 2023
BUY
$25.54 - $29.71 $139,550 - $162,335
5,464 Added 4.84%
118,356 $3.15 Million
Q4 2022

Jan 19, 2023
BUY
$23.78 - $27.72 $103,775 - $120,970
4,364 Added 4.02%
112,892 $0
Q3 2022

Oct 24, 2022
BUY
$23.0 - $27.75 $1.11 Million - $1.34 Million
48,452 Added 80.65%
108,528 $2.51 Million
Q2 2022

Jul 22, 2022
BUY
$23.62 - $28.23 $45,964 - $54,935
1,946 Added 3.35%
60,076 $1.44 Million
Q1 2022

Apr 26, 2022
BUY
$27.17 - $30.89 $527,885 - $600,161
19,429 Added 50.2%
58,130 $1.62 Million
Q4 2021

Jan 14, 2022
BUY
$28.58 - $30.81 $1.11 Million - $1.19 Million
38,701 New
38,701 $1.17 Million

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
132M
Call Options Held
6.7K
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 Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. 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 Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email