Tru Independence LLC First Tr ETF Vi Smid Cap Risin Transaction History

Tru Independence LLC

$310 Million
Q4 2024

A detailed history of Tru Independence LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tru Independence LLC holds 31,039 shares of SDVY stock, worth $1.04 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

31,039

Previous 30,677 1.18%

Holding current value

$1.04 Million

Previous $1.12 Million 0.36%

% of portfolio

0.36%

Previous 0.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $12,832 - $14,599	362 Added 1.18%	31,039 $1.11 Million
Q3 2024 Nov 04, 2024	SELL	$32.65 - $36.69 $9,827 - $11,043	-301 Reduced 0.97%	30,677 $1.12 Million
Q2 2024 Aug 06, 2024	BUY	$32.33 - $34.91 $63,269 - $68,318	1,957 Added 6.74%	30,978 $1.03 Million
Q1 2024 Apr 18, 2024	BUY	$31.21 - $34.82 $81,707 - $91,158	2,618 Added 9.92%	29,021 $1.01 Million
Q4 2023 Jan 10, 2024	BUY	$26.48 - $33.23 $327,610 - $411,121	12,372 Added 88.18%	26,403 $865,000
Q3 2023 Nov 08, 2023	BUY	$27.7 - $30.38 $56,286 - $61,732	2,032 Added 16.93%	14,031 $396,000
Q2 2023 Aug 11, 2023	BUY	$24.91 - $28.31 $28,721 - $32,641	1,153 Added 10.63%	11,999 $339,000
Q1 2023 Apr 24, 2023	SELL	$25.54 - $29.71 $8,198 - $9,536	-321 Reduced 2.87%	10,846 $289,000
Q4 2022 Jan 30, 2023	SELL	$23.78 - $27.72 $38,024 - $44,324	-1,599 Reduced 12.53%	11,167 $290,000
Q3 2022 Nov 03, 2022	BUY	$23.0 - $27.75 $84,548 - $102,009	3,676 Added 40.44%	12,766 $295,000
Q2 2022 Aug 04, 2022	SELL	$23.62 - $28.23 $48,279 - $57,702	-2,044 Reduced 18.36%	9,090 $217,000
Q1 2022 Apr 28, 2022	BUY	$27.17 - $30.89 $302,510 - $343,929	11,134 New	11,134 $310,000

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Independence LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence LLC with notifications on news.

Account

Tru Independence LLC First Tr ETF Vi Smid Cap Risin Transaction History