Presidio Capital Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Presidio Capital Management, LLC

  • $155 Million
  • Q3 2024

A detailed history of Presidio Capital Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Presidio Capital Management, LLC holds 337,825 shares of SDVY stock, worth $12.8 Million. This represents 7.93% of its overall portfolio holdings.

Number of Shares
337,825
Previous 290,826 16.16%
Holding current value
$12.8 Million
Previous $9.71 Million 26.61%
% of portfolio
7.93%
Previous 6.85%

Shares

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

Oct 31, 2024
BUY
$32.65 - $36.69 $1.53 Million - $1.72 Million
46,999 Added 16.16%
337,825 $12.3 Million
Q2 2024

Jul 26, 2024
SELL
$32.33 - $34.91 $252,303 - $272,437
-7,804 Reduced 2.61%
290,826 $9.71 Million
Q1 2024

Apr 24, 2024
BUY
$31.21 - $34.82 $9.32 Million - $10.4 Million
298,630 New
298,630 $10.4 Million

Others Institutions Holding SDVY

# of Institutions
425
Shares Held
136M
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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