Assetmark, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Assetmark, Inc

  • $41.6 Billion
  • Q2 2025

A detailed history of Assetmark, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Assetmark, Inc holds 4,597 shares of SDVY stock, worth $172,387. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,597
Previous 5,987 23.22%
Holding current value
$172,387
Previous $200,000 19.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$29.52 - $35.31 $41,032 - $49,080
-1,390 Reduced 23.22%
4,597 $162,000
Q1 2025

May 06, 2025
BUY
$32.49 - $37.99 $779 - $911
24 Added 0.4%
5,987 $200,000
Q4 2024

Feb 06, 2025
BUY
$35.45 - $40.33 $97,558 - $110,988
2,752 Added 85.71%
5,963 $213,000
Q3 2024

Nov 01, 2024
BUY
$32.65 - $36.69 $53,741 - $60,391
1,646 Added 105.18%
3,211 $116,000
Q2 2024

Aug 13, 2024
SELL
$32.33 - $34.91 $24,021 - $25,938
-743 Reduced 32.19%
1,565 $52,000
Q1 2024

May 06, 2024
BUY
$31.21 - $34.82 $72,032 - $80,364
2,308 New
2,308 $80,000
Q2 2023

Aug 11, 2023
BUY
$24.91 - $28.31 $747 - $849
30 New
30 $0

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
186M
Call Options Held
0
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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