Capasso Planning Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capasso Planning Partners LLC holds 8,933 shares of SDVY stock, worth $316,228. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,933
Previous 8,061 10.82%
Holding current value
$316,228
Previous $269,000 20.45%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Dec 02, 2024
BUY
$32.65 - $36.69 $28,470 - $31,993
872 Added 10.82%
8,933 $324,000
Q1 2024

Apr 23, 2024
BUY
$31.21 - $34.82 $251,583 - $280,684
8,061 New
8,061 $280,000

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
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