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

Archetype Wealth Partners

  • $690 Million
  • Q3 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 33,769 shares of SDVY stock, worth $1.21 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,769
Previous 27,848 21.26%
Holding current value
$1.21 Million
Previous $930,000 32.15%
% of portfolio
0.18%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
133M
Call Options Held
6.7K
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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