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

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Keystone Financial Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Keystone Financial Services, LLC holds 19,563 shares of SDVY stock, worth $733,416. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,563
Previous 19,132 2.25%
Holding current value
$733,416
Previous $675 Million 10.19%
% of portfolio
0.52%
Previous 0.51%

Shares

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

Oct 27, 2025
BUY
$35.42 - $38.65 $15,266 - $16,658
431 Added 2.25%
19,563 $744 Million
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $22,317 - $26,694
756 Added 4.11%
19,132 $675 Million
Q1 2025

Apr 25, 2025
BUY
$32.49 - $37.99 $77,228 - $90,302
2,377 Added 14.86%
18,376 $616 Million
Q4 2024

Mar 14, 2025
BUY
$35.45 - $40.33 $567,164 - $645,239
15,999 New
15,999 $574 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
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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