Stonehaven Wealth & Tax Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 164,798 shares of SDVY stock, worth $5.78 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares
164,798
Previous 108,334 52.12%
Holding current value
$5.78 Million
Previous $3.88 Billion 42.15%
% of portfolio
5.83%
Previous 4.23%

Shares

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

May 15, 2025
BUY
$32.49 - $37.99 $1.83 Million - $2.15 Million
56,464 Added 52.12%
164,798 $5.52 Billion
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $3.84 Million - $4.37 Million
108,334 New
108,334 $3.88 Billion

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
187M
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
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