Per Stirling Capital Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History

Per Stirling Capital Management, Llc.

$705 Billion
Q4 2024

A detailed history of Per Stirling Capital Management, Llc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 117,198 shares of SDVY stock, worth $4.02 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

117,198

Previous 114,708 2.17%

Holding current value

$4.02 Million

Previous $4.17 Billion 0.68%

% of portfolio

0.6%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $88,270 - $100,421	2,490 Added 2.17%	117,198 $4.2 Billion
Q3 2024 Nov 13, 2024	BUY	$32.65 - $36.69 $40,061 - $45,018	1,227 Added 1.08%	114,708 $4.17 Billion
Q2 2024 Aug 13, 2024	SELL	$32.33 - $34.91 $2.64 Million - $2.85 Million	-81,542 Reduced 41.81%	113,481 $3.79 Billion
Q1 2024 May 14, 2024	SELL	$31.21 - $34.82 $196,466 - $219,191	-6,295 Reduced 3.13%	195,023 $6.79 Billion
Q4 2023 Feb 13, 2024	BUY	$26.48 - $33.23 $92,441 - $116,005	3,491 Added 1.76%	201,318 $6.6 Billion
Q3 2023 Nov 14, 2023	SELL	$27.7 - $30.38 $202,542 - $222,138	-7,312 Reduced 3.56%	197,827 $5.58 Billion
Q2 2023 Aug 11, 2023	BUY	$24.91 - $28.31 $5.11 Million - $5.81 Million	205,139 New	205,139 $5.81 Billion

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Per Stirling Capital Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History