Arkadios Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Arkadios Wealth Advisors holds 177,289 shares of SDVY stock, worth $6.71 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
177,289
Previous 137,194 29.23%
Holding current value
$6.71 Million
Previous $4.99 Million 27.33%
% of portfolio
0.37%
Previous 0.3%

Shares

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

Jan 15, 2025
BUY
$35.45 - $40.33 $1.42 Million - $1.62 Million
40,095 Added 29.23%
177,289 $6.36 Million
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $2.18 Million - $2.45 Million
66,805 Added 94.91%
137,194 $4.99 Million
Q2 2024

Jul 29, 2024
BUY
$32.33 - $34.91 $57,288 - $61,860
1,772 Added 2.58%
70,389 $2.35 Million
Q1 2024

Apr 30, 2024
BUY
$31.21 - $34.82 $500,389 - $558,269
16,033 Added 30.49%
68,617 $2.39 Million
Q4 2023

Jan 24, 2024
SELL
$26.48 - $33.23 $109,468 - $137,372
-4,134 Reduced 7.29%
52,584 $1.72 Million
Q3 2023

Oct 13, 2023
BUY
$27.7 - $30.38 $344,532 - $377,866
12,438 Added 28.09%
56,718 $1.6 Million
Q2 2023

Jul 26, 2023
BUY
$24.91 - $28.31 $116,504 - $132,405
4,677 Added 11.81%
44,280 $1.25 Million
Q1 2023

May 02, 2023
BUY
$25.54 - $29.71 $789,415 - $918,306
30,909 Added 355.52%
39,603 $1.06 Million
Q4 2022

Jan 11, 2023
SELL
$23.78 - $27.72 $473,887 - $552,404
-19,928 Reduced 69.62%
8,694 $0
Q3 2022

Oct 21, 2022
BUY
$23.0 - $27.75 $141,634 - $170,884
6,158 Added 27.41%
28,622 $662,000
Q2 2022

Jul 14, 2022
BUY
$23.62 - $28.23 $530,599 - $634,158
22,464 New
22,464 $536,000

Others Institutions Holding SDVY

# of Institutions
418
Shares Held
136M
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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