A detailed history of Consolidated Planning Corp transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Consolidated Planning Corp holds 9,442 shares of SDVY stock, worth $306,959. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,442
Previous 8,028 17.61%
Holding current value
$306,959
Previous $287,000 10.1%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Apr 22, 2025

BUY
$32.49 - $37.99 $45,940 - $53,717
1,414 Added 17.61%
9,442 $316,000
Q4 2024

Jan 29, 2025

BUY
$35.45 - $40.33 $284,592 - $323,769
8,028 New
8,028 $287,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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