Belpointe Asset Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Belpointe Asset Management LLC holds 29,112 shares of SDVY stock, worth $912,370. This represents 0.07% of its overall portfolio holdings.

Number of Shares
29,112
Previous 28,301 2.87%
Holding current value
$912,370
Previous $1.03 Million 1.36%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Feb 13, 2025
BUY
$35.45 - $40.33 $28,749 - $32,707
811 Added 2.87%
29,112 $1.04 Million
Q3 2024

Nov 12, 2024
SELL
$32.65 - $36.69 $70,556 - $79,287
-2,161 Reduced 7.09%
28,301 $1.03 Million
Q2 2024

Aug 02, 2024
BUY
$32.33 - $34.91 $984,836 - $1.06 Million
30,462 New
30,462 $1.02 Million

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
175M
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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