Private Client Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q3 2024

A detailed history of Private Client Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Client Services, LLC holds 7,360 shares of SDVY stock, worth $269,008. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,360
Previous 6,929 6.22%
Holding current value
$269,008
Previous $231 Million 15.77%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 03, 2024
BUY
$32.65 - $36.69 $14,072 - $15,813
431 Added 6.22%
7,360 $268 Million
Q2 2024

Jul 29, 2024
BUY
$32.33 - $34.91 $13,772 - $14,871
426 Added 6.55%
6,929 $231 Million
Q1 2024

May 10, 2024
BUY
$31.21 - $34.82 $202,958 - $226,434
6,503 New
6,503 $226 Million

Others Institutions Holding SDVY

# of Institutions
375
Shares Held
116M
Call Options Held
0
Put Options Held
1.1K
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 Private Client Services, LLC Portfolio

Follow Private Client Services, 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 Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email