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

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

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 17,780 shares of SDVY stock, worth $666,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,780
Previous 19,830 10.34%
Holding current value
$666,750
Previous $664,000 5.57%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$29.52 - $35.31 $60,516 - $72,385
-2,050 Reduced 10.34%
17,780 $627,000
Q1 2025

Apr 30, 2025
SELL
$32.49 - $37.99 $205,271 - $240,020
-6,318 Reduced 24.16%
19,830 $664,000
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $707,723 - $805,148
19,964 Added 322.83%
26,148 $937,000
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
496
Shares Held
186M
Call Options Held
0
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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