Mason & Associates Inc First Tr ETF Vi Smid Cap Risin Transaction History

Mason & Associates Inc

  • $408 Million
  • Q4 2024

A detailed history of Mason & Associates Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Mason & Associates Inc holds 73,490 shares of SDVY stock, worth $2.7 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
73,490
Previous 73,905 0.56%
Holding current value
$2.7 Million
Previous $2.69 Million 2.01%
% of portfolio
0.65%
Previous 0.68%

Shares

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

Jan 14, 2025
SELL
$35.45 - $40.33 $14,711 - $16,736
-415 Reduced 0.56%
73,490 $2.63 Million
Q3 2024

Oct 22, 2024
BUY
$32.65 - $36.69 $2.21 Million - $2.48 Million
67,581 Added 1068.64%
73,905 $2.69 Million
Q2 2024

Jul 18, 2024
BUY
$32.33 - $34.91 $204,454 - $220,770
6,324 New
6,324 $211,000

Others Institutions Holding SDVY

# of Institutions
469
Shares Held
159M
Call Options Held
6.7K
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
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More about SDVY
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