Steward Partners Investment Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,080,895 shares of SDVY stock, worth $35.8 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,080,895
Previous 905,678 19.35%
Holding current value
$35.8 Million
Previous $32.9 Million 17.61%
% of portfolio
0.35%
Previous 0.31%

Shares

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

Feb 06, 2025
BUY
$35.45 - $40.33 $6.21 Million - $7.07 Million
175,217 Added 19.35%
1,080,895 $38.8 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $9.39 Million - $10.6 Million
287,747 Added 46.57%
905,678 $32.9 Million
Q2 2024

Aug 08, 2024
SELL
$32.33 - $34.91 $2.03 Million - $2.19 Million
-62,842 Reduced 9.23%
617,931 $20.6 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $7.01 Million - $7.83 Million
224,747 Added 49.28%
680,773 $23.7 Million
Q4 2023

Feb 12, 2024
BUY
$26.48 - $33.23 $6.29 Million - $7.9 Million
237,595 Added 108.77%
456,026 $14.9 Million
Q3 2023

Nov 13, 2023
SELL
$27.7 - $30.38 $1.57 Million - $1.72 Million
-56,505 Reduced 20.55%
218,431 $6.17 Million
Q2 2023

Aug 14, 2023
BUY
$24.91 - $28.31 $2.2 Million - $2.5 Million
88,226 Added 47.25%
274,936 $7.78 Million
Q1 2023

May 15, 2023
SELL
$25.54 - $29.71 $312,660 - $363,709
-12,242 Reduced 6.15%
186,710 $4.98 Million
Q4 2022

Feb 15, 2023
SELL
$23.78 - $27.72 $204,674 - $238,586
-8,607 Reduced 4.15%
198,952 $5.18 Million
Q3 2022

Nov 10, 2022
BUY
$23.0 - $27.75 $2.85 Million - $3.44 Million
123,919 Added 148.16%
207,559 $4.8 Million
Q2 2022

Aug 04, 2022
SELL
$23.62 - $28.23 $3.18 Million - $3.8 Million
-134,609 Reduced 61.68%
83,640 $2 Million
Q1 2022

May 02, 2022
BUY
$27.17 - $30.89 $5.51 Million - $6.26 Million
202,660 Added 1300.02%
218,249 $6.08 Million
Q4 2021

Feb 08, 2022
BUY
$28.58 - $30.81 $381,628 - $411,405
13,353 Added 597.18%
15,589 $472,000
Q3 2021

Nov 12, 2021
BUY
$27.62 - $30.12 $61,758 - $67,348
2,236 New
2,236 $63,000
Q2 2021

Aug 13, 2021
SELL
$28.0 - $30.39 $28,000 - $30,390
-1,000 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$23.74 - $28.92 $23,740 - $28,920
1,000 New
1,000 $28,000

Others Institutions Holding SDVY

# of Institutions
508
Shares Held
173M
Call Options Held
4K
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email