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

Mason & Associates Inc

  • $471 Million
  • Q3 2025

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 82,049 shares of SDVY stock, worth $3.08 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
82,049
Previous 76,425 7.36%
Holding current value
$3.08 Million
Previous $2.7 Million 15.69%
% of portfolio
0.66%
Previous 0.65%

Shares

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

Nov 06, 2025
BUY
$35.42 - $38.65 $199,202 - $217,367
5,624 Added 7.36%
82,049 $3.12 Million
Q2 2025

Jul 31, 2025
BUY
$29.52 - $35.31 $34,922 - $41,771
1,183 Added 1.57%
76,425 $2.7 Million
Q1 2025

Apr 17, 2025
BUY
$32.49 - $37.99 $56,922 - $66,558
1,752 Added 2.38%
75,242 $2.52 Million
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
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
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More about SDVY
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