A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 134,562 shares of SDVY stock, worth $4.82 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
134,562
Previous 94,822 41.91%
Holding current value
$4.82 Million
Previous $3.17 Million 54.66%
% of portfolio
0.06%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$32.65 - $36.69 $1.3 Million - $1.46 Million
39,740 Added 41.91%
134,562 $4.9 Million
Q2 2024

Jul 22, 2024

BUY
$32.33 - $34.91 $329,992 - $356,326
10,207 Added 12.06%
94,822 $3.17 Million
Q1 2024

May 13, 2024

SELL
$31.21 - $34.82 $699,010 - $779,863
-22,397 Reduced 20.93%
84,615 $2.95 Million
Q4 2023

Feb 02, 2024

BUY
$26.48 - $33.23 $517,339 - $649,214
19,537 Added 22.33%
107,012 $3.51 Million
Q3 2023

Nov 08, 2023

SELL
$27.7 - $30.38 $900,000 - $987,076
-32,491 Reduced 27.08%
87,475 $2.47 Million
Q2 2023

Aug 03, 2023

BUY
$24.91 - $28.31 $33,852 - $38,473
1,359 Added 1.15%
119,966 $3.4 Million
Q1 2023

Aug 22, 2023

BUY
$25.54 - $29.71 $430,068 - $500,286
16,839 Added 14.04%
136,805 $3.65 Million
Q1 2023

Jun 14, 2023

SELL
$25.54 - $29.71 $464,776 - $540,662
-18,198 Reduced 13.3%
118,607 $3.16 Million
Q1 2023

May 10, 2023

BUY
$25.54 - $29.71 $464,776 - $540,662
18,198 Added 15.34%
136,805 $3.65 Million
Q4 2022

Aug 30, 2023

SELL
$23.78 - $27.72 $32,317 - $37,671
-1,359 Reduced 1.13%
118,607 $3.09 Million
Q4 2022

Feb 13, 2023

SELL
$23.78 - $27.72 $244,767 - $285,321
-10,293 Reduced 7.99%
118,607 $3.09 Million
Q3 2022

Feb 13, 2023

SELL
$23.0 - $27.75 $1.24 Million - $1.5 Million
-54,038 Reduced 29.54%
128,900 $3.01 Million
Q3 2022

Nov 14, 2022

BUY
$23.0 - $27.75 $485,668 - $585,969
21,116 Added 13.05%
182,938 $4.39 Million
Q2 2022

Aug 15, 2022

SELL
$23.62 - $28.23 $89,283 - $106,709
-3,780 Reduced 2.28%
161,822 $3.86 Million
Q1 2022

May 16, 2022

BUY
$27.17 - $30.89 $4.5 Million - $5.12 Million
165,602 New
165,602 $4.62 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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