A detailed history of Assured Partners Investment Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 111,804 shares of SDVY stock, worth $3.63 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
111,804
Previous 102,378 9.21%
Holding current value
$3.63 Million
Previous $3.67 Billion 2.05%
% of portfolio
0.72%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$32.49 - $37.99 $306,250 - $358,093
9,426 Added 9.21%
111,804 $3.75 Billion
Q4 2024

Feb 12, 2025

BUY
$35.45 - $40.33 $3.63 Million - $4.13 Million
102,378 New
102,378 $3.67 Billion

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.