Goal Vest Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Goal Vest Advisory LLC holds 325 shares of SDVY stock, worth $12,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
325
Previous 675 51.85%
Holding current value
$12,008
Previous $24,000 54.17%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 17, 2025
SELL
$35.45 - $40.33 $12,407 - $14,115
-350 Reduced 51.85%
325 $11,000
Q3 2024

Nov 06, 2024
BUY
$32.65 - $36.69 $22,038 - $24,765
675 New
675 $24,000
Q2 2023

Jul 10, 2023
BUY
$24.91 - $28.31 $0 - $0
0 New
0 $0

Others Institutions Holding SDVY

# of Institutions
469
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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