Beacon Financial Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 25,899 shares of SDVY stock, worth $864,767. This represents 0.33% of its overall portfolio holdings.

Number of Shares
25,899
Previous 15,808 63.83%
Holding current value
$864,767
Previous $575,000 61.39%
% of portfolio
0.33%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$35.45 - $40.33 $357,725 - $406,970
10,091 Added 63.83%
25,899 $928,000
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.69 $46,722 - $52,503
1,431 Added 9.95%
15,808 $575,000
Q2 2024

Jul 26, 2024
BUY
$32.33 - $34.91 $464,808 - $501,901
14,377 New
14,377 $479,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
Call Options Held
4K
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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