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 $458,882. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,060
Previous 17,185 29.82%
Holding current value
$458,882
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

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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