Collaborative Wealth Managment Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Collaborative Wealth Managment Inc.

  • $214 Million
  • Q4 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 19,135 shares of SDVY stock, worth $622,078. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,135
Previous 16,306 17.35%
Holding current value
$622,078
Previous $593,000 15.51%
% of portfolio
0.32%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$35.45 - $40.33 $100,288 - $114,093
2,829 Added 17.35%
19,135 $685,000
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $31,670 - $35,589
970 Added 6.32%
16,306 $593,000
Q2 2024

Aug 09, 2024
BUY
$32.33 - $34.91 $27,351 - $29,533
846 Added 5.84%
15,336 $511,000
Q1 2024

May 10, 2024
BUY
$31.21 - $34.82 $452,232 - $504,541
14,490 New
14,490 $504,000

Others Institutions Holding SDVY

# of Institutions
502
Shares Held
176M
Call Options Held
4K
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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email