Vital Stone Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Vital Stone Financial, LLC holds 12,060 shares of SDVY stock, worth $433,195. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,060
Previous 17,185 29.82%
Holding current value
$433,195
Previous $573,000 23.56%
% of portfolio
0.31%
Previous 0.43%

Shares

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

Oct 11, 2024
SELL
$32.65 - $36.69 $167,331 - $188,036
-5,125 Reduced 29.82%
12,060 $438,000
Q2 2024

Aug 07, 2024
BUY
$32.33 - $34.91 $78,432 - $84,691
2,426 Added 16.44%
17,185 $573,000
Q1 2024

May 06, 2024
BUY
$31.21 - $34.82 $423,738 - $472,751
13,577 Added 1148.65%
14,759 $514,000
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $31,299 - $39,277
1,182 New
1,182 $39,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
133M
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 Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email