Private Client Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Private Client Services, LLC

  • $186 Billion
  • Q4 2024

A detailed history of Private Client Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Private Client Services, LLC holds 8,086 shares of SDVY stock, worth $293,683. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,086
Previous 7,360 9.86%
Holding current value
$293,683
Previous $268 Million 8.26%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Jan 08, 2025
BUY
$35.45 - $40.33 $25,736 - $29,279
726 Added 9.86%
8,086 $290 Million
Q3 2024

Oct 03, 2024
BUY
$32.65 - $36.69 $14,072 - $15,813
431 Added 6.22%
7,360 $268 Million
Q2 2024

Jul 29, 2024
BUY
$32.33 - $34.91 $13,772 - $14,871
426 Added 6.55%
6,929 $231 Million
Q1 2024

May 10, 2024
BUY
$31.21 - $34.82 $202,958 - $226,434
6,503 New
6,503 $226 Million

Others Institutions Holding SDVY

# of Institutions
478
Shares Held
159M
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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