Allworth Financial LP First Tr ETF Vi Smid Cap Risin Transaction History

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025

A detailed history of Allworth Financial LP transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Allworth Financial LP holds 12,379 shares of SDVY stock, worth $402,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,379
Previous 12,950 4.41%
Holding current value
$402,441
Previous $464,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2025
SELL
$32.49 - $37.99 $18,551 - $21,692
-571 Reduced 4.41%
12,379 $414,000
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $101,812 - $115,827
2,872 Added 28.5%
12,950 $464,000
Q3 2024

Oct 23, 2024
SELL
$32.65 - $36.69 $1,697 - $1,907
-52 Reduced 0.51%
10,078 $366,000
Q2 2024

Jul 23, 2024
SELL
$32.33 - $34.91 $110,212 - $119,008
-3,409 Reduced 25.18%
10,130 $338,000
Q1 2024

Apr 25, 2024
BUY
$31.21 - $34.82 $64,916 - $72,425
2,080 Added 18.15%
13,539 $471,000
Q4 2023

Jan 24, 2024
SELL
$26.48 - $33.23 $344 - $431
-13 Reduced 0.11%
11,459 $375,000
Q2 2023

Jul 18, 2023
SELL
$24.91 - $28.31 $9,515 - $10,814
-382 Reduced 3.22%
11,472 $324,000
Q1 2023

Apr 18, 2023
SELL
$25.54 - $29.71 $123,613 - $143,796
-4,840 Reduced 28.99%
11,854 $315,000
Q4 2022

Jan 13, 2023
SELL
$23.78 - $27.72 $4.73 Million - $5.51 Million
-198,822 Reduced 92.25%
16,694 $0
Q3 2022

Oct 18, 2022
BUY
$23.0 - $27.75 $4.96 Million - $5.98 Million
215,516 New
215,516 $4.99 Million

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email