Assured Partners Investment Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025

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 $3.95 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
111,804
Previous 102,378 9.21%
Holding current value
$3.95 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

# of Institutions
502
Shares Held
187M
Call Options Held
10.7K
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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