Axxcess Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,184 shares of SDVY stock, worth $235,548. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,184
Previous 6,532 5.33%
Holding current value
$235,548
Previous $218,000 2.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024
SELL
$32.65 - $36.69 $11,362 - $12,768
-348 Reduced 5.33%
6,184 $224,000
Q2 2024

Aug 09, 2024
SELL
$32.33 - $34.91 $2,554 - $2,757
-79 Reduced 1.19%
6,532 $218,000
Q1 2024

May 14, 2024
BUY
$31.21 - $34.82 $206,329 - $230,195
6,611 New
6,611 $230,000

Others Institutions Holding SDVY

# of Institutions
404
Shares Held
132M
Call Options Held
6.7K
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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