Milestone Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Milestone Asset Management, LLC holds 14,204 shares of SDVY stock, worth $474,271. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,204
Previous 14,126 0.55%
Holding current value
$474,271
Previous $514 Million 0.91%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 23, 2025
BUY
$35.45 - $40.33 $2,765 - $3,145
78 Added 0.55%
14,204 $509 Million
Q3 2024

Oct 25, 2024
BUY
$32.65 - $36.69 $2,807 - $3,155
86 Added 0.61%
14,126 $514 Million
Q2 2024

Jul 19, 2024
BUY
$32.33 - $34.91 $453,913 - $490,136
14,040 New
14,040 $469 Million

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
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, 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 Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email