Walkner Condon Financial Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 30,365 shares of SDVY stock, worth $1.16 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
30,365
Previous 27,423 10.73%
Holding current value
$1.16 Million
Previous $915,000 20.66%
% of portfolio
0.23%
Previous 0.2%

Shares

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

Oct 31, 2024
BUY
$32.65 - $36.69 $96,056 - $107,941
2,942 Added 10.73%
30,365 $1.1 Million
Q2 2024

Jul 26, 2024
BUY
$32.33 - $34.91 $89,069 - $96,177
2,755 Added 11.17%
27,423 $915,000
Q1 2024

Apr 22, 2024
BUY
$31.21 - $34.82 $11,703 - $13,057
375 Added 1.54%
24,668 $858,000
Q4 2023

Jan 23, 2024
BUY
$26.48 - $33.23 $189,941 - $238,358
7,173 Added 41.9%
24,293 $796,000
Q3 2023

Oct 19, 2023
SELL
$27.7 - $30.38 $1,662 - $1,822
-60 Reduced 0.35%
17,120 $483,000
Q2 2023

Jul 21, 2023
SELL
$24.91 - $28.31 $52,560 - $59,734
-2,110 Reduced 10.94%
17,180 $486,000
Q1 2023

Apr 20, 2023
BUY
$25.54 - $29.71 $5,108 - $5,942
200 Added 1.05%
19,290 $514,000
Q3 2022

Oct 28, 2022
SELL
$23.0 - $27.75 $72,266 - $87,190
-3,142 Reduced 14.13%
19,090 $442,000
Q2 2022

Aug 04, 2022
BUY
$23.62 - $28.23 $128,492 - $153,571
5,440 Added 32.4%
22,232 $531,000
Q1 2022

May 03, 2022
SELL
$27.17 - $30.89 $85,150 - $96,809
-3,134 Reduced 15.73%
16,792 $468 Million
Q4 2021

Feb 11, 2022
BUY
$28.58 - $30.81 $569,485 - $613,920
19,926 New
19,926 $603,000

Others Institutions Holding SDVY

# of Institutions
403
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
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