Pensionmark Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 29,203 shares of SDVY stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,203
Previous 29,203 -0.0%
Holding current value
$1.03 Million
Previous $1.06 Million -0.0%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $70,230 - $78,920
2,151 Added 7.95%
29,203 $1.06 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $47,816 - $51,631
1,479 Added 5.78%
27,052 $902,000
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $798,133 - $890,451
25,573 New
25,573 $890,000

Others Institutions Holding SDVY

# of Institutions
407
Shares Held
133M
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
  • Sector ETFs
  • Industry ETFs
More about SDVY
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