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

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

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 34,185 shares of SDVY stock, worth $1.19 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
34,185
Previous 19,135 78.65%
Holding current value
$1.19 Million
Previous $685,000 67.15%
% of portfolio
0.55%
Previous 0.32%

Shares

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

May 08, 2025
BUY
$32.49 - $37.99 $488,974 - $571,749
15,050 Added 78.65%
34,185 $1.15 Million
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
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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