Pinnacle Associates LTD First Tr ETF Vi Smid Cap Risin Transaction History

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025

A detailed history of Pinnacle Associates LTD transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pinnacle Associates LTD holds 233,252 shares of SDVY stock, worth $8.74 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
233,252
Previous 166,882 39.77%
Holding current value
$8.74 Million
Previous $5.89 Million 50.64%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 12, 2025
BUY
$35.42 - $38.65 $2.35 Million - $2.57 Million
66,370 Added 39.77%
233,252 $8.87 Million
Q2 2025

Aug 04, 2025
BUY
$29.52 - $35.31 $1.16 Million - $1.39 Million
39,463 Added 30.97%
166,882 $5.89 Million
Q1 2025

May 06, 2025
BUY
$32.49 - $37.99 $3.32 Million - $3.88 Million
102,116 Added 403.57%
127,419 $4.27 Million
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $896,991 - $1.02 Million
25,303 New
25,303 $907,000
Q2 2024

Jul 30, 2024
BUY
$32.33 - $34.91 $388,768 - $419,792
12,025 New
12,025 $401,000

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

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD 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 Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email