Whipplewood Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 8,350 shares of SDVY stock, worth $262,858. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,350
Previous 26,526 68.52%
Holding current value
$262,858
Previous $951 Million 5.83%
% of portfolio
0.53%
Previous 0.54%

Shares

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

Apr 09, 2025
SELL
$32.49 - $37.99 $590,538 - $690,506
-18,176 Reduced 68.52%
8,350 $896 Million
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $940,346 - $1.07 Million
26,526 New
26,526 $951 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
174M
Call Options Held
4K
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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