Lion Street Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024

A detailed history of Lion Street Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Lion Street Advisors, LLC holds 23,791 shares of SDVY stock, worth $794,381. This represents 0.28% of its overall portfolio holdings.

Number of Shares
23,791
Previous 19,700 20.77%
Holding current value
$794,381
Previous $716,000 18.99%
% of portfolio
0.28%
Previous 0.25%

Shares

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

Jan 27, 2025
BUY
$35.45 - $40.33 $145,025 - $164,990
4,091 Added 20.77%
23,791 $852,000
Q3 2024

Oct 10, 2024
BUY
$32.65 - $36.69 $7,346 - $8,255
225 Added 1.16%
19,700 $716,000
Q2 2024

Jul 12, 2024
BUY
$32.33 - $34.91 $81,665 - $88,182
2,526 Added 14.9%
19,475 $650,000
Q4 2023

Jan 09, 2024
SELL
$26.48 - $33.23 $121,146 - $152,027
-4,575 Reduced 21.26%
16,949 $555,000
Q3 2023

Oct 19, 2023
BUY
$27.7 - $30.38 $596,214 - $653,899
21,524 New
21,524 $607,000

Others Institutions Holding SDVY

# of Institutions
511
Shares Held
174M
Call Options Held
4K
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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