Archetype Wealth Partners First Tr ETF Vi Smid Cap Risin Transaction History

Archetype Wealth Partners

  • $600 Million
  • Q1 2024

A detailed history of Archetype Wealth Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Archetype Wealth Partners holds 26,328 shares of SDVY stock, worth $870,930. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,328
Previous 15,337 71.66%
Holding current value
$870,930
Previous $503,000 82.31%
% of portfolio
0.15%
Previous 0.09%

Shares

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

May 14, 2024
BUY
$31.21 - $34.82 $343,029 - $382,706
10,991 Added 71.66%
26,328 $917,000
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $406,123 - $509,648
15,337 New
15,337 $503,000

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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