A detailed history of Level Four Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 20,267 shares of SDVY stock, worth $732,652. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,267
Previous 36,511 44.49%
Holding current value
$732,652
Previous $1.22 Million 39.49%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$32.65 - $36.69 $530,366 - $595,992
-16,244 Reduced 44.49%
20,267 $737,000
Q2 2024

Aug 09, 2024

BUY
$32.33 - $34.91 $779,185 - $841,365
24,101 Added 194.21%
36,511 $1.22 Million
Q4 2023

Feb 08, 2024

BUY
$26.48 - $33.23 $328,616 - $412,384
12,410 New
12,410 $406,000

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 Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, LLC 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 Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.