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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 201,302 shares of SDVY stock, worth $7.19 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
201,302
Previous 185,483 8.53%
Holding current value
$7.19 Million
Previous $6.75 Million 6.95%
% of portfolio
1.14%
Previous 1.17%

Shares

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

Jan 10, 2025
BUY
$35.45 - $40.33 $560,783 - $637,980
15,819 Added 8.53%
201,302 $7.22 Million
Q3 2024

Oct 07, 2024
BUY
$32.65 - $36.69 $111,532 - $125,333
3,416 Added 1.88%
185,483 $6.75 Million
Q2 2024

Jul 10, 2024
BUY
$32.33 - $34.91 $41,026 - $44,300
1,269 Added 0.7%
182,067 $6.08 Million
Q1 2024

Apr 10, 2024
BUY
$31.21 - $34.82 $630,816 - $703,781
20,212 Added 12.59%
180,798 $6.3 Million
Q4 2023

Jan 17, 2024
BUY
$26.48 - $33.23 $401,516 - $503,866
15,163 Added 10.43%
160,586 $5.26 Million
Q3 2023

Oct 10, 2023
BUY
$27.7 - $30.38 $433,366 - $475,295
15,645 Added 12.06%
145,423 $4.11 Million
Q2 2023

Jul 13, 2023
BUY
$24.91 - $28.31 $64,566 - $73,379
2,592 Added 2.04%
129,778 $3.67 Million
Q1 2023

Apr 14, 2023
BUY
$25.54 - $29.71 $627,058 - $729,439
24,552 Added 23.92%
127,186 $3.39 Million
Q4 2022

Jan 11, 2023
SELL
$23.78 - $27.72 $1.99 Million - $2.32 Million
-83,753 Reduced 44.94%
102,634 $0
Q3 2022

Oct 13, 2022
BUY
$23.0 - $27.75 $78,177 - $94,322
3,399 Added 1.86%
186,387 $4.31 Million
Q2 2022

Jul 26, 2022
BUY
$23.62 - $28.23 $245,104 - $292,942
10,377 Added 6.01%
182,988 $4.37 Million
Q1 2022

Apr 19, 2022
BUY
$27.17 - $30.89 $4.69 Million - $5.33 Million
172,611 New
172,611 $4.81 Million

Others Institutions Holding SDVY

# of Institutions
505
Shares Held
173M
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 Aprio Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email