Gladstone Institutional Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 141,533 shares of SDVY stock, worth $5.18 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
141,533
Previous 129,293 9.47%
Holding current value
$5.18 Million
Previous $4.7 Million 7.87%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jan 29, 2025
BUY
$35.45 - $40.33 $433,908 - $493,639
12,240 Added 9.47%
141,533 $5.07 Million
Q3 2024

Oct 28, 2024
BUY
$32.65 - $36.69 $2 Million - $2.25 Million
61,324 Added 90.22%
129,293 $4.7 Million
Q2 2024

Aug 02, 2024
BUY
$32.33 - $34.91 $412,272 - $445,172
12,752 Added 23.09%
67,969 $2.27 Million
Q1 2024

May 14, 2024
SELL
$31.21 - $34.82 $73,593 - $82,105
-2,358 Reduced 4.1%
55,217 $1.92 Million
Q4 2023

Feb 09, 2024
SELL
$26.48 - $33.23 $231,885 - $290,995
-8,757 Reduced 13.2%
57,575 $1.89 Million
Q3 2023

Nov 13, 2023
SELL
$27.7 - $30.38 $138,500 - $151,900
-5,000 Reduced 7.01%
66,332 $1.87 Million
Q2 2023

Aug 10, 2023
SELL
$24.91 - $28.31 $467,635 - $531,463
-18,773 Reduced 20.83%
71,332 $2.02 Million
Q1 2023

May 12, 2023
SELL
$25.54 - $29.71 $427,309 - $497,078
-16,731 Reduced 15.66%
90,105 $2.4 Million
Q4 2022

Feb 01, 2023
BUY
$23.78 - $27.72 $397,054 - $462,840
16,697 Added 18.52%
106,836 $2.78 Million
Q3 2022

Jan 27, 2023
BUY
$23.0 - $27.75 $116,058 - $140,026
5,046 Added 5.93%
90,139 $2.09 Million
Q3 2022

Oct 20, 2022
BUY
$23.0 - $27.75 $116,058 - $140,026
5,046 Added 5.93%
90,139 $2.09 Million
Q2 2022

Jan 27, 2023
BUY
$23.62 - $28.23 $154,356 - $184,483
6,535 Added 8.32%
85,093 $2.03 Million
Q2 2022

Aug 15, 2022
BUY
$23.62 - $28.23 $154,356 - $184,483
6,535 Added 8.32%
85,093 $2.03 Million
Q1 2022

Jan 27, 2023
BUY
$27.17 - $30.89 $829,934 - $943,565
30,546 Added 63.62%
78,558 $2.19 Million
Q1 2022

May 04, 2022
BUY
$27.17 - $30.89 $829,934 - $943,565
30,546 Added 63.62%
78,558 $2.19 Million
Q4 2021

Jan 27, 2023
SELL
$28.58 - $30.81 $1.2 Million - $1.3 Million
-42,127 Reduced 46.74%
48,012 $1.46 Million
Q4 2021

Feb 11, 2022
BUY
$28.58 - $30.81 $1.37 Million - $1.48 Million
48,012 New
48,012 $1.46 Million

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
169M
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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