Baron Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025

A detailed history of Baron Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Baron Wealth Management LLC holds 165,869 shares of SDVY stock, worth $6.22 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
165,869
Previous 96,835 71.29%
Holding current value
$6.22 Million
Previous $3.68 Billion 72.64%
% of portfolio
1.96%
Previous 1.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$36.47 - $38.19 $2.52 Million - $2.64 Million
69,034 Added 71.29%
165,869 $6.36 Billion
Q3 2025

Oct 20, 2025
BUY
$35.42 - $38.65 $218,718 - $238,663
6,175 Added 6.81%
96,835 $3.68 Billion
Q2 2025

Jul 09, 2025
BUY
$29.52 - $35.31 $1.94 Million - $2.32 Million
65,801 Added 264.7%
90,660 $3.2 Billion
Q1 2025

May 14, 2025
BUY
$32.49 - $37.99 $807,668 - $944,393
24,859 New
24,859 $833 Million

Others Institutions Holding SDVY

# of Institutions
517
Shares Held
192M
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
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