A detailed history of Capital Advantage, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Capital Advantage, Inc. holds 23,001 shares of SDVY stock, worth $829,646. This represents 0.16% of its overall portfolio holdings.

Number of Shares
23,001
Previous 17,346 32.6%
Holding current value
$829,646
Previous $603,000 27.2%
% of portfolio
0.16%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$32.33 - $34.91 $182,826 - $197,416
5,655 Added 32.6%
23,001 $767,000
Q1 2024

May 14, 2024

BUY
$31.21 - $34.82 $541,368 - $603,987
17,346 New
17,346 $603,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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