Concentrum Wealth Management First Tr ETF Vi Smid Cap Risin Transaction History

Concentrum Wealth Management

  • $270 Billion
  • Q1 2025

A detailed history of Concentrum Wealth Management transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Concentrum Wealth Management holds 49,649 shares of SDVY stock, worth $1.82 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
49,649
Previous 12,443 299.01%
Holding current value
$1.82 Million
Previous $446 Million 272.85%
% of portfolio
0.62%
Previous 0.16%

Shares

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

May 07, 2025
BUY
$32.49 - $37.99 $1.21 Million - $1.41 Million
37,206 Added 299.01%
49,649 $1.66 Billion
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $441,104 - $501,826
12,443 New
12,443 $446 Million

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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