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

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 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 16,306 shares of SDVY stock, worth $609,518. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,306
Previous 15,336 6.32%
Holding current value
$609,518
Previous $511,000 16.05%
% of portfolio
0.28%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
443
Shares Held
139M
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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