Convergence Financial, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024

A detailed history of Convergence Financial, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Convergence Financial, LLC holds 17,904 shares of SDVY stock, worth $650,273. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,904
Previous 18,355 2.46%
Holding current value
$650,273
Previous $668 Million 3.88%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Feb 04, 2025
SELL
$35.45 - $40.33 $15,987 - $18,188
-451 Reduced 2.46%
17,904 $642 Million
Q3 2024

Oct 23, 2024
SELL
$32.65 - $36.69 $5,615 - $6,310
-172 Reduced 0.93%
18,355 $668 Million
Q2 2024

Oct 23, 2024
BUY
$32.33 - $34.91 $598,977 - $646,777
18,527 New
18,527 $618 Million

Others Institutions Holding SDVY

# of Institutions
478
Shares Held
159M
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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