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

Partners Wealth Management, LLC

  • $87.8 Billion
  • Q2 2025

A detailed history of Partners Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Partners Wealth Management, LLC holds 26,174 shares of SDVY stock, worth $998,799. This represents 1.0% of its overall portfolio holdings.

Number of Shares
26,174
Previous 26,174 -0.0%
Holding current value
$998,799
Previous $877 Million 0.63%
% of portfolio
1.0%
Previous 0.99%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$35.45 - $40.33 $927,868 - $1.06 Million
26,174 New
26,174 $938 Million

Others Institutions Holding SDVY

# of Institutions
495
Shares Held
186M
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 Partners Wealth Management, LLC Portfolio

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

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email