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

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 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 15,336 shares of SDVY stock, worth $555,930. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,336
Previous 14,490 5.84%
Holding current value
$555,930
Previous $504,000 1.39%
% of portfolio
0.26%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
341
Shares Held
110M
Call Options Held
0
Put Options Held
1.1K
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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