Summit Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 55,102 shares of SDVY stock, worth $2.04 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

55,102

Previous 55,205 0.19%

Holding current value

$2.04 Million

Previous $2.01 Billion 1.64%

% of portfolio

1.02%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$35.45 - $40.33 $3,651 - $4,153	-103 Reduced 0.19%	55,102 $1.98 Billion
Q3 2024 Oct 16, 2024	BUY	$32.65 - $36.69 $1.8 Million - $2.03 Million	55,205 New	55,205 $2.01 Billion
Q1 2024 Apr 18, 2024	SELL	$31.21 - $34.82 $9,487 - $10,585	-304 Reduced 0.54%	55,836 $1.94 Billion
Q4 2023 Jan 18, 2024	BUY	$26.48 - $33.23 $93,686 - $117,567	3,538 Added 6.73%	56,140 $1.84 Billion
Q3 2023 Oct 10, 2023	BUY	$27.7 - $30.38 $149,496 - $163,960	5,397 Added 11.43%	52,602 $1.48 Billion
Q2 2023 Jul 26, 2023	BUY	$24.91 - $28.31 $81,430 - $92,545	3,269 Added 7.44%	47,205 $1.34 Billion
Q1 2023 Apr 17, 2023	BUY	$25.54 - $29.71 $22,602 - $26,293	885 Added 2.06%	43,936 $1.17 Billion
Q4 2022 Feb 02, 2023	BUY	$23.78 - $27.72 $1.02 Million - $1.19 Million	43,051 New	43,051 $1.12 Billion

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

169M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Summit Investment Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History