Avantax Advisory Services, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 576,862 shares of SDVY stock, worth $20.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
576,862
Previous 534,373 7.95%
Holding current value
$20.4 Million
Previous $17.8 Million 17.65%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 13, 2024
BUY
$32.65 - $36.69 $1.39 Million - $1.56 Million
42,489 Added 7.95%
576,862 $21 Million
Q2 2024

Aug 09, 2024
BUY
$32.33 - $34.91 $6.13 Million - $6.62 Million
189,509 Added 54.95%
534,373 $17.8 Million
Q1 2024

May 08, 2024
BUY
$31.21 - $34.82 $7.57 Million - $8.44 Million
242,402 Added 236.58%
344,864 $12 Million
Q4 2023

Feb 07, 2024
BUY
$26.48 - $33.23 $1.39 Million - $1.75 Million
52,540 Added 105.24%
102,462 $3.36 Million
Q3 2023

Nov 07, 2023
BUY
$27.7 - $30.38 $726,072 - $796,320
26,212 Added 110.55%
49,922 $1.41 Million
Q2 2023

Aug 11, 2023
BUY
$24.91 - $28.31 $80,434 - $91,412
3,229 Added 15.77%
23,710 $671,000
Q1 2023

Apr 28, 2023
BUY
$25.54 - $29.71 $64,565 - $75,106
2,528 Added 14.08%
20,481 $545,000
Q4 2022

Feb 13, 2023
SELL
$23.78 - $27.72 $1,569 - $1,829
-66 Reduced 0.37%
17,953 $467,000
Q3 2022

Nov 01, 2022
BUY
$23.0 - $27.75 $3,036 - $3,663
132 Added 0.74%
18,019 $417,000
Q2 2022

Aug 02, 2022
SELL
$23.62 - $28.23 $25,155 - $30,064
-1,065 Reduced 5.62%
17,887 $427,000
Q1 2022

Apr 27, 2022
BUY
$27.17 - $30.89 $514,925 - $585,427
18,952 New
18,952 $529,000

Others Institutions Holding SDVY

# of Institutions
407
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 Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email