Balboa Wealth Partners First Tr ETF Vi Smid Cap Risin Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Balboa Wealth Partners holds 9,340 shares of SDVY stock, worth $321,202. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,340
Previous 11,473 18.59%
Holding current value
$321,202
Previous $411,000 24.09%
% of portfolio
0.08%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$32.49 - $37.99 $69,301 - $81,032
-2,133 Reduced 18.59%
9,340 $312,000
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $406,717 - $462,706
11,473 New
11,473 $411,000

Others Institutions Holding SDVY

# of Institutions
503
Shares Held
187M
Call Options Held
10.7K
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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