Anderson Financial Strategies, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025

A detailed history of Anderson Financial Strategies, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 91,539 shares of SDVY stock, worth $3.32 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
91,539
Previous 43,753 109.22%
Holding current value
$3.32 Million
Previous $1.57 Billion 95.5%
% of portfolio
1.88%
Previous 0.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
BUY
$32.49 - $37.99 $1.55 Million - $1.82 Million
47,786 Added 109.22%
91,539 $3.07 Billion
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $1.55 Million - $1.76 Million
43,753 New
43,753 $1.57 Billion

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
188M
Call Options Held
10.7K
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 Anderson Financial Strategies, LLC Portfolio

Follow Anderson Financial Strategies, 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 Anderson Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anderson Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email