Atria Wealth Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

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 199,270 shares of SDVY stock, worth $7.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

199,270

Previous 134,562 48.09%

Holding current value

$7.12 Million

Previous $4.9 Million 45.92%

% of portfolio

0.08%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$35.45 - $40.33 $2.29 Million - $2.61 Million	64,708 Added 48.09%	199,270 $7.14 Million
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

# of Institutions

505

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Atria Wealth Solutions, Inc. First Tr ETF Vi Smid Cap Risin Transaction History