Avidian Wealth Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 26,092 shares of SDVY stock, worth $981,841. This represents 0.04% of its overall portfolio holdings.

Number of Shares

26,092

Previous 15,058 73.28%

Holding current value

$981,841

Previous $504,000 82.54%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$29.52 - $35.31 $325,723 - $389,610	11,034 Added 73.28%	26,092 $920,000
Q1 2025 Apr 25, 2025	BUY	$32.49 - $37.99 $64 - $75	2 Added 0.01%	15,058 $504,000
Q4 2024 Jan 29, 2025	BUY	$35.45 - $40.33 $70 - $80	2 Added 0.01%	15,056 $539,000
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $9,631 - $10,823	295 Added 2.0%	15,054 $547,000
Q2 2024 Aug 06, 2024	SELL	$32.33 - $34.91 $100,093 - $108,081	-3,096 Reduced 17.34%	14,759 $492,000
Q1 2024 May 03, 2024	BUY	$31.21 - $34.82 $62,076 - $69,256	1,989 Added 12.54%	17,855 $621,000
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $19,118 - $23,992	722 Added 4.77%	15,866 $519,000
Q3 2023 Oct 13, 2023	BUY	$27.7 - $30.38 $419,488 - $460,074	15,144 New	15,144 $427,000

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

185M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC First Tr ETF Vi Smid Cap Risin Transaction History