Balboa Wealth Partners First Tr ETF Vi Smid Cap Risin Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Balboa Wealth Partners holds 7,575 shares of SDVY stock, worth $276,260. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,575
Previous 9,340 18.9%
Holding current value
$276,260
Previous $312,000 14.42%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$29.52 - $35.31 $52,102 - $62,322
-1,765 Reduced 18.9%
7,575 $267,000
Q1 2025

Apr 23, 2025
SELL
$32.49 - $37.99 $69,301 - $81,032
-2,133 Reduced 18.59%
9,340 $312,000
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $406,717 - $462,706
11,473 New
11,473 $411,000

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
Call Options Held
0
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 Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email