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

Arkadios Wealth Advisors

$1.64 Billion
Q3 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 137,194 shares of SDVY stock, worth $4.92 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

137,194

Previous 70,389 94.91%

Holding current value

$4.92 Million

Previous $2.35 Million 112.47%

% of portfolio

0.3%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

404

Shares Held

133M

Call Options Held

6.7K

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

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