Altus Wealth Group LLC First Tr ETF Vi Smid Cap Risin Transaction History

Altus Wealth Group LLC

  • $197 Million
  • Q1 2024

A detailed history of Altus Wealth Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Altus Wealth Group LLC holds 60,538 shares of SDVY stock, worth $2.02 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
60,538
Previous 27,440 120.62%
Holding current value
$2.02 Million
Previous $899,000 134.37%
% of portfolio
1.07%
Previous 0.5%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$31.21 - $34.82 $1.03 Million - $1.15 Million
33,098 Added 120.62%
60,538 $2.11 Million
Q4 2023

Jan 29, 2024
BUY
$26.48 - $33.23 $45,598 - $57,222
1,722 Added 6.7%
27,440 $899,000
Q3 2023

Nov 13, 2023
SELL
$27.7 - $30.38 $18,836 - $20,658
-680 Reduced 2.58%
25,718 $726,000
Q2 2023

Aug 03, 2023
SELL
$24.91 - $28.31 $1,569 - $1,783
-63 Reduced 0.24%
26,398 $747,000
Q1 2023

May 01, 2023
BUY
$25.54 - $29.71 $24,875 - $28,937
974 Added 3.82%
26,461 $705,000
Q4 2022

Jan 18, 2023
SELL
$25.42 - $27.72 $66,117 - $72,099
-2,601 Reduced 9.26%
25,487 $0
Q2 2022

Aug 10, 2022
BUY
$23.62 - $28.23 $992 - $1,185
42 Added 0.15%
28,088 $794,000
Q1 2022

May 09, 2022
BUY
$27.17 - $30.89 $679 - $772
25 Added 0.09%
28,046 $782,000
Q4 2021

Feb 14, 2022
SELL
$28.58 - $30.81 $1,914 - $2,064
-67 Reduced 0.24%
28,021 $849,000
Q3 2021

Nov 08, 2021
SELL
$27.62 - $30.12 $14,169 - $15,451
-513 Reduced 1.79%
28,088 $794,000
Q2 2021

Aug 12, 2021
BUY
$28.0 - $30.39 $10,136 - $11,001
362 Added 1.28%
28,601 $832,000
Q1 2021

May 14, 2021
BUY
$23.74 - $28.92 $69,249 - $84,359
2,917 Added 11.52%
28,239 $842,000
Q4 2020

Feb 12, 2021
BUY
$18.28 - $23.79 $462,886 - $602,410
25,322 New
25,322 $601,000

Others Institutions Holding SDVY

# of Institutions
308
Shares Held
90.1M
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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