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 73,905 shares of SDVY stock, worth $2.67 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
73,905
Previous 6,324 1068.64%
Holding current value
$2.67 Million
Previous $211,000 1173.93%
% of portfolio
0.68%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Mason & Associates Inc Portfolio

Follow Mason & Associates 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 Mason & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates Inc with notifications on news.