Beacon Pointe Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 7,974 shares of SDVY stock, worth $298,945. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,974
Previous 8,223 3.03%
Holding current value
$298,945
Previous $290,000 4.48%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$35.42 - $38.65 $8,819 - $9,623
-249 Reduced 3.03%
7,974 $303,000
Q1 2025

May 13, 2025
SELL
$32.49 - $37.99 $32,490 - $37,990
-1,000 Reduced 10.84%
8,223 $275,000
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $35,450 - $40,330
1,000 Added 12.16%
9,223 $330,000
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $17,337 - $19,482
531 Added 6.9%
8,223 $299,000
Q2 2024

Aug 12, 2024
SELL
$32.33 - $34.91 $100,837 - $108,884
-3,119 Reduced 28.85%
7,692 $256,000
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $337,411 - $376,439
10,811 New
10,811 $376,000

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
Call Options Held
0
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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