A detailed history of Apollon Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 108,791 shares of SDVY stock, worth $3.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
108,791
Previous 64,616 68.37%
Holding current value
$3.9 Million
Previous $2.16 Million 83.53%
% of portfolio
0.11%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$32.65 - $36.69 $1.44 Million - $1.62 Million
44,175 Added 68.37%
108,791 $3.96 Million
Q2 2024

Jul 19, 2024

BUY
$32.33 - $34.91 $184,151 - $198,847
5,696 Added 9.67%
64,616 $2.16 Million
Q1 2024

May 02, 2024

BUY
$31.21 - $34.82 $997,658 - $1.11 Million
31,966 Added 118.59%
58,920 $2.05 Million
Q4 2023

Feb 06, 2024

BUY
$26.48 - $33.23 $713,741 - $895,681
26,954 New
26,954 $883,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

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

News

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