A detailed history of Investment Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Investment Partners, Ltd. holds 23,919 shares of SDVY stock, worth $864,671. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,919
Previous 23,882 0.15%
Holding current value
$864,671
Previous $797,000 9.16%
% of portfolio
0.36%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$32.65 - $36.69 $1,208 - $1,357
37 Added 0.15%
23,919 $870,000
Q2 2024

Aug 07, 2024

BUY
$32.33 - $34.91 $84,413 - $91,150
2,611 Added 12.27%
23,882 $797,000
Q1 2024

Apr 15, 2024

BUY
$31.21 - $34.82 $9,831 - $10,968
315 Added 1.5%
21,271 $740,000
Q4 2023

Feb 02, 2024

BUY
$26.48 - $33.23 $5,878 - $7,377
222 Added 1.07%
20,956 $686,000
Q3 2023

Oct 31, 2023

BUY
$27.7 - $30.38 $14,958 - $16,405
540 Added 2.67%
20,734 $585,000
Q2 2023

Aug 07, 2023

BUY
$24.91 - $28.31 $298 - $339
12 Added 0.06%
20,194 $571,000
Q1 2023

May 08, 2023

BUY
$25.54 - $29.71 $515,448 - $599,607
20,182 New
20,182 $537,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Investment Partners, Ltd. Portfolio

Follow Investment Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Investment Partners, Ltd. with notifications on news.