Legacy Capital Group California, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Legacy Capital Group California, Inc.

  • $301 Billion
  • Q3 2024

A detailed history of Legacy Capital Group California, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 45,225 shares of SDVY stock, worth $1.63 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
45,225
Previous 44,882 0.76%
Holding current value
$1.63 Million
Previous $1.5 Billion 9.82%
% of portfolio
0.55%
Previous 0.54%

Shares

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

Oct 23, 2024
BUY
$32.65 - $36.69 $11,198 - $12,584
343 Added 0.76%
45,225 $1.65 Billion
Q2 2024

Jul 22, 2024
SELL
$32.33 - $34.91 $30,907 - $33,373
-956 Reduced 2.09%
44,882 $1.5 Billion
Q1 2024

May 07, 2024
BUY
$31.21 - $34.82 $1.43 Million - $1.6 Million
45,838 New
45,838 $1.6 Billion

Others Institutions Holding SDVY

# of Institutions
369
Shares Held
115M
Call Options Held
0
Put Options Held
1.1K
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. 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 Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email