River Tree Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

River Tree Advisors, LLC

  • $143 Million
  • Q4 2024

A detailed history of River Tree Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, River Tree Advisors, LLC holds 158,892 shares of SDVY stock, worth $5.97 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
158,892
Previous 154,674 2.73%
Holding current value
$5.97 Million
Previous $5.63 Million 1.23%
% of portfolio
4.0%
Previous 4.09%

Shares

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

Jan 16, 2025
BUY
$35.45 - $40.33 $149,528 - $170,111
4,218 Added 2.73%
158,892 $5.7 Million
Q3 2024

Oct 22, 2024
SELL
$32.65 - $36.69 $409,137 - $459,762
-12,531 Reduced 7.49%
154,674 $5.63 Million
Q2 2024

Jul 22, 2024
SELL
$32.33 - $34.91 $339,820 - $366,939
-10,511 Reduced 5.91%
167,205 $5.58 Million
Q1 2024

Apr 15, 2024
BUY
$31.21 - $34.82 $147,904 - $165,011
4,739 Added 2.74%
177,716 $6.19 Million
Q4 2023

Jan 24, 2024
BUY
$26.48 - $33.23 $4.58 Million - $5.75 Million
172,977 New
172,977 $5.67 Million
Q2 2022

Aug 12, 2022
SELL
$23.62 - $28.23 $125,965 - $150,550
-5,333 Reduced 1.82%
287,177 $6.86 Million
Q1 2022

Apr 25, 2022
BUY
$27.17 - $30.89 $892,344 - $1.01 Million
32,843 Added 12.65%
292,510 $8.15 Million
Q4 2021

Jan 18, 2022
BUY
$28.58 - $30.81 $22,892 - $24,678
801 Added 0.31%
259,667 $7.87 Million
Q3 2021

Oct 28, 2021
BUY
$27.62 - $30.12 $413,001 - $450,384
14,953 Added 6.13%
258,866 $7.32 Million
Q2 2021

Aug 10, 2021
BUY
$28.0 - $30.39 $6.83 Million - $7.41 Million
243,913 New
243,913 $7.1 Million

Others Institutions Holding SDVY

# of Institutions
436
Shares Held
138M
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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