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

Archetype Wealth Partners

$721 Million
Q2 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 40,190 shares of SDVY stock, worth $1.51 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

40,190

Previous 37,414 7.42%

Holding current value

$1.51 Million

Previous $1.25 Million 13.17%

% of portfolio

0.2%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$29.52 - $35.31 $81,947 - $98,020	2,776 Added 7.42%	40,190 $1.42 Million
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

499

Shares Held

186M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Account

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