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

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025

A detailed history of Jpl Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 129,844 shares of SDVY stock, worth $4.87 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
129,844
Previous 132,254 1.82%
Holding current value
$4.87 Million
Previous $4.67 Billion 5.8%
% of portfolio
1.17%
Previous 1.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$35.42 - $38.65 $85,362 - $93,146
-2,410 Reduced 1.82%
129,844 $4.94 Billion
Q2 2025

Aug 14, 2025
BUY
$29.52 - $35.31 $3,070 - $3,672
104 Added 0.08%
132,254 $4.67 Billion
Q1 2025

May 13, 2025
BUY
$32.49 - $37.99 $4.29 Million - $5.02 Million
132,150 New
132,150 $4.43 Billion
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $4.53 Million - $5.16 Million
127,868 New
127,868 $4.58 Billion

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
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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