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

Archetype Wealth Partners

$681 Million
Q1 2025

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 37,414 shares of SDVY stock, worth $1.35 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

37,414

Previous 35,177 6.36%

Holding current value

$1.35 Million

Previous $1.26 Million 0.63%

% of portfolio

0.18%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$32.49 - $37.99 $72,680 - $84,983	2,237 Added 6.36%	37,414 $1.25 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $49,913 - $56,784	1,408 Added 4.17%	35,177 $1.26 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $193,320 - $217,241	5,921 Added 21.26%	33,769 $1.23 Million
Q2 2024 Aug 15, 2024	BUY	$32.33 - $34.91 $49,141 - $53,063	1,520 Added 5.77%	27,848 $930,000
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

498

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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