Concurrent Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 131,490 shares of SDVY stock, worth $4.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
131,490
Previous 127,681 2.98%
Holding current value
$4.93 Million
Previous $4.5 Billion 10.98%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 27, 2025
BUY
$35.42 - $38.65 $134,914 - $147,217
3,809 Added 2.98%
131,490 $5 Billion
Q2 2025

Jul 25, 2025
BUY
$29.52 - $35.31 $1.07 Million - $1.27 Million
36,099 Added 39.42%
127,681 $4.5 Billion
Q1 2025

Apr 29, 2025
BUY
$32.49 - $37.99 $2,566 - $3,001
79 Added 0.09%
91,582 $3.07 Billion
Q4 2024

Feb 03, 2025
BUY
$35.45 - $40.33 $750,228 - $853,503
21,163 Added 30.09%
91,503 $3.28 Billion
Q3 2024

Oct 30, 2024
BUY
$32.65 - $36.69 $40,388 - $45,385
1,237 Added 1.79%
70,340 $2.56 Billion
Q2 2024

Jul 30, 2024
BUY
$32.33 - $34.91 $18,816 - $20,317
582 Added 0.85%
69,103 $2.31 Billion
Q1 2024

May 07, 2024
BUY
$31.21 - $34.82 $59,142 - $65,983
1,895 Added 2.84%
68,521 $2.39 Billion
Q4 2023

Apr 15, 2024
BUY
$26.48 - $33.23 $1.76 Million - $2.21 Million
66,626 New
66,626 $2.18 Billion

Others Institutions Holding SDVY

# of Institutions
517
Shares Held
192M
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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